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Nitrogen revamps enterprise fintech suite
The wealth technology provider unveils upgrades for advisors and firms, including a proprietary Won With Nitrogen asset growth metric.
Nitrogen names new CEO as Aaron Klein steps down
Dan Zitting, who succeeds Klein as CEO, is former president of Galvanize.
Another summer rebrand: CI Private Wealth is now Corient
'It's a weird little portmanteau,' one marketing executive said.
The latest in financial #AdvisorTech — June 2023
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
Riskalyze rebrands as Nitrogen
The company's new name reflects its evolution from measuring client risk tolerance toward offering a broader suite of wealth management fintech.
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
Fintech Bytes: Riskalyze lands AE Wealth; 55ip partners with Frontier; Advisor360 acquires wealthtech
Plus Brad Weber gets Savvy, iCapital adds 100 to its tech team, and Richr launches an advisory service.
Growth or flexibility? Fintechs must choose
Fintechs may find themselves mimicking some of the same strategies advisors use to demonstrate the value they bring to clients during difficult markets.
Viewing robo-advice as an ally to human advice
Riskalyze's Aaron Klein embraces the Luddite position of not expecting technology to ever replace the human adviser.
How do you keep client risk tolerance stable as markets gyrate?
Counterintuitively, advisers can instill a sense of calm in clients and attract new clients to the firm by inviting a risk-focused conversation into the room.
Advisers still behind on digital account opening, industry leaders say
After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.
Riskalyze CEO teases new company name as fintech moves beyond risk assessment
Riskalyze has long since outgrown its roots as a digital risk questionnaire and will soon update its branding to reflect its growing role in financial adviser fintech.
Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup
A roundup of the rest of the week's fintech headlines, including news from Tidal Financial, FA Match and Aspida.
Riskalyze wants to turn compliance into growth engine with latest product
Riskalyze Ultimate combines two existing products, Command Center and Riskalyze Elite, to bring compliance and business development together.
Riskalyze expands leadership team to push for larger clients
The company named Josh Gray as its new chief technology officer, promoted former senior vice president of marketing Justin Boatman to chief product officer and hired Craig Clark as first chief marketing officer.
Are tools smart enough for tough times? Market volatility to test advisers’ tech
Adviser fintech promised to make firms more efficient and build deeper client relationships. Those claims may soon be tested.
Fintech Bytes: Prudential, Riskalyze and Future Proof Festival
A roundup of the rest of the week's fintech headlines.
Fintech Bytes: Fidelity, Riskalyze, Snappy Krakken
A roundup of quick news items for the weekend, along with a bit of commentary from yours truly.
Riskalyze doubles down on fixed-income analysis
The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.
When building a tech stack, best-in-breed isn’t always best
The RIA Lab panelists offered suggestions on how advisers can navigate the challenges and opportunities of technology integration.
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