The technology lets artificial intelligence do the monotonous tasks of compliance reviews, allowing marketers and compliance teams to focus on the more complex details.
A pending proposal would be designed to enhance cybersecurity preparedness and incident reporting.
The 26% boost in the bank's 2021 tech spending covers not just software development, but investments in data and analytics, artificial intelligence and physical aspects such as data centers.
Vynntana allows for collaboration among stakeholders.
The London-based fintech received approval to become a licensed broker-dealer in the U.S. in June and is building an investing and savings app to manage all of its clients' finances under one roof.
Firm is waiting for clarity on ETF rules, CFO Portney says.
The announcement is the culmination of a multiyear initiative to modernize Junxure after its acquisition in 2018. The upgraded system will continue to be offered as a stand-alone product, priced per user.
The financial planning fintech will use the latest injection of capital to invest in its technology and product suite to upgrade its client experience.
OCC gives conditional banking license for online lender SoFi.
Incedo’s implementation efforts will help Skience’s platform reach more registered investment advisers.
Acorns plans to pursue traditional public offering.
One way we decide which new technologies to implement (or at least consider) is by asking our clients to provide detailed feedback on communications every other year.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
The $7.1 billion cryptocurrency exchange has agreed to purchase Bitria, a 5-year-old startup that provides advisers with tools to access and manage holdings of Bitcoin and other tokens.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
The new products not only provide investment opportunities that aren't available on the open market, but can also combine a client’s passions — for things like antique cars or even musical instruments — with their investment portfolios.
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
A mobile app update removed some functionality and was lampooned on social media sites and in online reviews last year. A website malfunction weeks later couldn’t have come at a worse time.
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
