Fintech startup Zeplyn's flagship product, a platform-agnostic meeting assistant, reportedly saves advisors 10 to 12 hours per week.
The tech-driven RIA's new collaboration will give over 2,700 wealth firms a direct path to manage client assets held away in workplace retirement accounts.
Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.
The fintech behemoth's latest tie-ups bolster its footprint in the managed accounts and 401(k) spaces.
The partnership, which extends to CRM leaders Practifi, XLR8, and Salentica will give advisors a smoother path toward managing their clients' held-away cash assets.
Offering several flexible options, the $3.2B RIA is making the service more widely available to advisors considering a path to supported independence.
The strategic collaboration will enable certain RightCapital advisor users to get a more complete view of their clients' financial picture.
The fintech provider will provide digital onboarding, reporting, and trading capabilities to drive the independent wealth firm's growth.
The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.
The fledgling fintech firm expands its platform in the Greater Philadelphia area as it makes two key additions to its leadership.
The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.
The latest addition to the platform's quantitative portfolio suite aims to help advisors blunt the risks of stock concentration as they are unwound.
The agreement with Goldman Sachs Asset Management will expand the TAMP provider's custom portfolio offering for RIAs.
The fintech provider is looking to shorten the custodian-switching process with an automated data processing tool.
The fintech provider is enhancing its Wealth Co-Pilot platform to help advisors engage clients better with data-driven personalized insights.
The fintech provider is helping tax-conscious family offices and SMAs avoid the ire of the IRS with its latest redblack platform update.
The fintech provider is helping the $18B hybrid RIA maintain its growth momentum through its digital planning platform.
The two wealth tech firms are ramping up efforts to help financial advisors deliver customized, tax-efficient portfolios at scale.
The association's new strategic partnership aims to help growth-focused advisors with access to a data-based performance improvement platform.
The philanthropic planning platform is offering advisors a win-win by getting acquainted with the platform while building client relationships.
