Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.
Schwab must convince the 7,000 advisors who custody with the firm that its new Institutional Intelligent Portfolios automated investment management service is worth implementing.
The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.
