Rob Burgess

Emily Jaffe, president and Certified Divorce Financial Analyst at OFC Wealth Management, uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.”

Improvements and integrations to the custodian's FMAX platform and Envestnet's Insurance Exchange are among the updates to rollout.

The online presence and listings manager could pay up to $220 million for the client engagement and compliance platform.

Instead of simply a question-and-answer format, Brightwave reports are “living documents” that can be expanded and manipulated based on an advisor’s interests.

The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.

Ken Denman has also joined TIFIN's Board of Directors.

Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.