AssetBook, a SaaS-based portfolio monitoring and reporting platform has announced that they have completed integrations with Wealthbox CRM, a modern client relationship management tool,...
Smartria, a cloud-based software solution for compliance management for investment advisors, has announced a partnership with Kitces.com to provide online education content for continuing...
Performance optimization platform purpose-built for the wealth management industry, Practifi, has announced the rollout of a new business development application (BD app) for managing...
Practifi, a performance optimization platform for the wealth management industry, has announced the promotion of Umesh Banga as Senior Director, Go-To-Market for Practifi, with...
Innovative wealth management platform, Andes Wealth Technologies, has announced that it has signed Waterway Wealth Management, a Texas-based RIA with $500 million in AUM...
Practifi, a performance optimization platform for the wealth management industry, has announced that Tim Highland will serve as Head of Product Strategy. In this...
The RISA, a psychology-backed, research-driven income personality assessment transforming retirement income planning, released in a recent announcement the formation of its inaugural industry Advisory...
Andes Wealth Technologies, the first company to use behavioral finance and risk analytics to empower financial advisors, has been named the winner of the...
Global leader in consulting for investment operations and technology, Meridia, has announced that industry veteran Martin Ouellette has joined the firm as a Director....
The Limitless Advisor Coaching Program Founder, Stephanie Bogan, announced the recipients of their inaugural "I AM LIMITLESS" Diversity Scholarship which awarded over $50,000 in...
New York-based investment adviser, C.J. Lawrence, announces it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed...
