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.
The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.
Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.
Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.
