The alts-focused global fintech's latest enhancement aims to further streamline the investment process for financial professionals.
The firm says its redesign, covering a host of UI and UX features, is its "most audacious transformation in two decades."
The digital wealth platform founded by ex-Google executives welcomes the former wealth bigwig as it debuts on the global stage.
The tech-driven alts platform will provide support to advisors seeking customized portfolio access for their high-net-worth clients.
The wealth tech behemoth is expanding its distribution and product suite to address the increasingly important space.
Fintech platform unveils CRM integration, multi-signature capabilities, and other enhancements to help reduce friction points.
The tech-powered financial planning firm is using its latest financing to advance key initiatives and keep supporting its disruptive model.
The new fintech provider led by former InvestCloud leaders is offering a new AI-driven communication suite and a personalized digital referrals tool.
The AI-enabled fintech platform is adding the hybrid RIA to its network of organic growth-focused wealth firms.
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The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
The asset management giant is helping advisors to the mass affluent fine-tune their investments with SMA capabilities.
The young and fast-growing RIA's latest partnership aims to help affiliated advisors tackle the portfolio personalization challenge.
The platform, which features a real-time screening function, improved data transparency, and one-click trading, aims to address a longstanding portfolio pain point for advisors.
The fintech startup will help advisors at the $9B RIA achieve organic growth with enhanced services to business owner clients.
Poll reveals four-fifths of younger affluent investors want their advisors to use AI tools, and a third would consider firing non-adopters.
The deal to take the $6.2T wealth tech platform private is pushing through with virtually unanimous approval.
The wealth tech firm expects its latest C-suite addition to lead its charge to boost adoption of option-based strategies in clients' portfolios.
The move marks a milestone for generative AI even as SEC Commissioner Gary Gensler warns of a future crisis in the making from the still-evolving technology.
The expanded partnership, which brings in new capabilities from Futureplan, will give thousands of advisors and their business clients access to a new retirement plan option.
