Coding expertise isn't the prerequisite to prototyping software tools it once was, which bodes well for less developed parts of the advisor tech stack
Advisors can rest assured that using artificial intelligence won't be an issue with clients – unless it starts to undermine their trust.
The latest addition to the field of document-scanning tools just goes to show how far ultra-selective advisory practices – and the fintechs that work with them – have come.
Once simply a useful data conduit working with Holistiplan, TaxStatus is making a move towards becoming a player in the now-crowded space of tax planning tools.
The platform's recently unveiled loan-shopping capability may give advisors another critical foothold to help manage their clients' financial affairs.
The tech-forward RIA custodian's decision to set up an SEC-registered entity creates a uniquely appealing model for advisors – and a potential reckoning in its strategy down the line.
Latest fundraise will be used to develop its unified phone and compliant texting solution.
It’s clear platform has aspirations of taking over a much bigger chunk of financial planning beyond its estate planning roots.
Move is a bet on AI-connected workflows, but are the benefits real enough to change platforms?
‘Hunter’ expands FINNY's capabilities beyond outbound prospecting and into inbound marketing.
