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.
Also, PureFacts acquires Xtiva Financial Systems, Elements offers a money-back guarantee, Lion Street partners with Pontera and Luminant announces a $3.5M seed funding round.
Jason Pereira details how every part of the client experience and business management can be enhanced and made more efficient through digitization and automation.
The marketing tech CEO has integrated acquisition Advisor Websites, resulting in layoffs, all while expanding a texting platform into the enterprise channel, planning the second Jolt! conference and rolling out the next iteration of his company's...