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Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.
November 15 -
Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.
June 17 -
The partnership sets a new standard in the industry, according to Orion president Noreen Beaman.
March 25 -
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
March 9 -
“Platforms like this you would typically see at the larger broker-dealers and maybe the wirehouses,” says Gary Gallagher, the firm’s head of investment and managed solutions.
November 17 -
From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.
November 3 -
The deal underscores an industry trend combining planning with portfolio management.
July 11 -
After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.
June 17 -
Independent advisors can get overwhelmed with all the tech options. Are fintech partnerships helping?
January 25 -
The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.
February 23