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The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.
November 12 -
There’s a fix, but many firm owners are reluctant to make the investment.
October 29 -
In addition, the advisor technology company released three new features and updated its interface.
October 19 -
Before you choose the technology that powers the day-to-day work of your business, it’s sensible to ask how each potential partner is funded.
October 11Orion Advisor Services -
The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.
October 3 -
The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.
September 26 -
The customer relationship management platform will now pull all accessible client information into a single dashboard.
September 18 -
New features include health care planning tools and cash reserve buckets.
September 13 -
Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.
September 11 -
Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.
August 15United Capital