Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Orion is making a polished Report Builder available to advisors, beginning with beta users, along with finalizing its SaleMove integration, and providing an update for its Schwab Digital Account Opening tool.
Targeting millennials and blurring the lines within financial services, Qapital is fusing its “paycheck allocation” service with Qapital Invest, its new robo investor.
