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Fintech Bytes: STP acquires WealthSite, Docupace launches productivity tool kit
Plus Stifel turns to KX to enhance analytics and decision making, and digital insurance brokerage Modern Life unveils a new platform for advisers.
Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield
Here are some of the other fintech headlines you may have missed this week.
Fintech Bytes: FutureProof, Tifin, Docupace and Envestnet
Here's the rest of the week’s news from the adviser fintech companies that aren’t on vacation.
Curb the paper chase with digital document strategies
Eliminating paper processes can reduce error rates, driving efficiencies for the firm and improving the customer experience.
