Displaying 61 results
Eaglebrook unveils new crypto SMA partnership
The crypto investment platform for RIAs is offering its SMA capabilities through a Colorado-based independent wealth firm.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Apex soups up tech offering with AdvisorArch acquisition
The deal promises enhancements to its RIA custody and execution platform, including industry-leading direct indexing and automated rebalancing.
Advyzon eyes next leg of growth with executive hires
The fintech’s new leaders includes a former head of third-party integration at Schwab Advisor Services.
SmartAsset woos growth-focused advisors with new platform
Fintech’s subscription-based service promises ‘all-inclusive client engagement,’ including referrals and automated calls and texts.
Tech team-up aims to ease payment pain for advisors
Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.
Envestnet sees Q4 bump with surge in nonrecurring revenue
The company’s annual revenue was virtually unchanged from 2022 even as it faced challenges from ballooning operating expenses.
Nitrogen revamps enterprise fintech suite
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
Can generative AI help advisors with personalization?
New survey unveils challenges in client engagement, and the potential advantages of cutting-edge technology.
iCapital expand advisors’ access to alternatives platform
Wealthtech provider opens opportunities for portfolio diversification to more than 350,000 wealth advisors.
5-Star Financial Planning Software and 5-Star CRM Platforms ending soon
Search for the best financial planning software and CRM platform ends this Friday.
Philanthropy fintech teams up with values-based wealth firm
Partnership will allow faith-based advisors to offer clients custom DAF solutions and engage in comprehensive charitable giving.
Tifin AMP answers asset managers’ data challenges with new AI platform
Latest fintech solution brings together AI and data fabric capabilities to mine insights from multiple information sources.
Blending tech expertise with passion for financial planning
Mike Zung, of Java Wealth Planning, says being an outsider in finance has been more of an advantage than a challenge.
Wealthtech firms unveil strategic partnership
Collaboration will focus on key areas including AI-driven risk analytics, automated compliance reporting, and workflow automation.
Financial planning softwares and CRM platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
Tifin spins off AI platform designed to help advisory firms grow
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Multibillionaire Thomson eyes greater slice of fintech industry
The venture capital firm of one of the members of the world’s 10th richest family is seeking investments.
RIAs’ tech wish list for 2024
From Salesforce to eMoney, here are the tools advisors are using to drive growth this year.
