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Fintech Bytes: RBC works with Salesforce, Wealthbox integrates with MaxMyInterest
A roundup of the week's top tech news, including MaxMyInterest integrating with Wealthbox, CapIntel's growth and Smarsh hiring new executives.
The latest in financial #AdviserTech — April 2022
This month’s #AdviserTech roundup looks at Wealthbox's funding round and the transition in advisory firms' use of CRM systems, Summit Wealth Systems' attempt to build the next generation of performance reporting, and Advyzon's new TAMP.
CRM provider Wealthbox gets $31 million infusion
Frontier Growth is taking a minority equity stake in the Rhode Island-based fintech.
Betterment rolls out a prepackaged tech stack for RIAs
Betterment tapped RIA in a Box, RightCapital, and Wealthbox to provide new and breakaway RIAs a predetermined tech stack.
