Meanwhile, AdvisorEngine has announced new partnerships for AI notetaking, client data access, and streamlined workflows.
The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.
The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.
Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.
Digital study platform aims to improve CFP exam readiness with personalized tools and real-time feedback.
Brokerage customers frustrated as login problems coincide with bullish surges in the S&P 500 and the Nasdaq.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
Leading estate-planning tech provider Vanilla has also unveiled key AI upgrades to help its advisor users.
Canadian-owned RIA firm to unify investment operations using Vestmark's trading and portfolio management system amid ongoing national expansion.
The leadership changes are happening just as the firm forges a strategic partnership with AI notetaking leader Jump.
The $21 billion RIA is adding financial safety tools to help advisors support aging clients and strengthen cross-generational ties.
The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.
The broker-dealer giant is adding best-in-class software to its tech stack amid increased demand for sophisticated planning solutions.
The two alts tech platforms are forging new alliances to support evolving portfolio construction and due diligence in private markets.
The deal aims to help advisors streamline their compensation processes while expanding AdvicePay’s reach across the full revenue cycle.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
After more than doubling its market share, the challenger RIA custodian is looking to deepen its reach in the enterprise advisor tech scene.
The estate planning tech provider will be providing 700 advisors access to the aggressively growth-focused RIA giant's platform.
New in-house capability aims to empower advisors and associates with natural search to access vast data pool.
