Technology

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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Riskalyze Launches Mobile App—and a New Metric

Oct 19, 2018

Riskalyze introduces its first new metric since the Risk Number, called GPA, which seeks to give advisors a framework to discuss investment returns in relation to risk profiles.

Mobile Technology Compliance Still an Issue

Oct 18, 2018

Compliance and archiving firm Smarsh found lingering questions around mobile, still a potential issue for financial services firms.

Redtail Injects AI Into Its CRM

Oct 18, 2018

The tech company has been working in secret to develop a financial service-specific natural language-processing and machine learning feature.

Advisor Actions on a Hearsay Trigger

Oct 18, 2018

Hearsay unveiled a new mobile solution for advisors that aims to streamline some of the data entry and action points from interacting with clients.

Cetera Adds New Program to Its Tech Stack With Unbundled Fees

Oct 18, 2018

My Advice Architect’s Advisor II program allows advisors to charge as little as $6.95 per transaction.

HSBC Partners With Marstone For Digital Advice Offering

Oct 18, 2018

White label provider Marstone, Inc. is partnering with HSBC to create HSBC Wealth Track.

Cheap Is Great, But Free Will Usually Cost You

Oct 17, 2018

Whenever a company offers something at no charge, that means the price is hidden and out of sight.

Avoid a Potential Merger Pitfall: Poor Tech and Inefficient Processes

Oct 17, 2018

An efficient advisory firm with modern technology that has automated what processes it can is more appealing in a merger or acquisition.

Fidelity Refreshes Third-Party Integrations With Wealthscape Xchange

Oct 16, 2018

The financial services firm introduces Wealthscape Integration Xchange, its wealth management-focused, open architecture digital store.

Fidelity Starts Crypto Business to Serve Wall Street Clients

Oct 15, 2018

Fidelity Digital Assets will offer security and storage services, trade execution and customer service for digital assets.

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Technology

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more. For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.

Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.