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...
Helios Quantitative Research is launching a new toolkit and workflow, called Helios Tools, for advisors building and customizing their own investment models, according to...
Advanced financial planning capabilities are coming to the Pershing X platform, according to a recent announcement. The technology provider is working with financial planning...
Geowealth is redefining what it means to be a modern turnkey asset management platform (TAMP). The Chicago-based firm recently launched a suite of powerful...
Advisor technology developer Practifi is launching a new, silo-busting analytics tool designed to provide wealth management executives with unprecedented business intelligence and insights, according...
Wealthtech platform provider Practifi and multi-billion-dollar hybrid RIA Concurrent Investment Advisors are entering a new partnership. Practifi’s powerful CRM technology and business intelligence capabilities...
