Wealthtech

LaSalle St. Enhances Tech-Based Advisor Support With Concierge Service

Chicago-Based Wealth Management Firm’s Upgraded Technology Learning Center Provides Live Webinars, Recorded Videos, Written Documentation And A Podcast

By Chris Latham

/ 2 Aug 2023

SkyView Launches Digital Banking Solution For Advisors’ Clients

Advisor Loans Provider Launches SKYVIEW 1 White Label App And Dashboard To Offer Private Banking Services To HNW Clients, Including Checking And Savings Accounts

By Chris Latham

/ 28 Jul 2023

SkyView Launches Digital Banking Solution For Advisors’ Clients

Docupace’s PreciseFP Integrates With LPL

LPL’s Over 21,000 Advisors Gain Access To Data Gathering And Client Engagement Platform

By James Miller

/ 20 Jul 2023

Docupace’s PreciseFP Integrates With LPL

Mirador Enhances Compensation Management Services

Wealthtech Firm Revitalizes Compensation Management With Expanded Team, Refined Data Processes; Sees Continued Demand For Outsourced Expertise

By Janeesa Hollingshead

/ 19 Jul 2023

Mirador Enhances Compensation Management Services

Regtech Firm StratiFi Poaches eMoney Exec

StratiFi Hires Director Of Sales And Business Development To Lead Cultivation Of New Client Relationships

By James Miller

/ 19 Jul 2023

Regtech Firm StratiFi Poaches eMoney Exec

Surge CEO On Key AI Issues For Advisors And Compliance

Entrepreneur And Wealthtech Investor Sid Yenamandra Discusses AI Education, Compliance, Ethics, Human Collaboration And His Firm’s Approach

By Julius Buchanan

/ 18 Jul 2023

Surge CEO On Key AI Issues For Advisors And Compliance

FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities

Cloud-Based Solutions Provider Integrates With Platform Provider To Enhance UX, Reporting And Digital Transformation

By Janeesa Hollingshead

/ 14 Jul 2023

FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities

CapIntel Launches SEC-Aligned Proposal Building Features For RIAs

Fintech Provider CapIntel Launches Proposal Building Features For RIAs To Meet The SEC’s Marketing Rule With Audit Trail Automation And Other Compliance Capabilities

By Chris Latham

/ 13 Jul 2023

CapIntel Launches SEC-Aligned Proposal Building Features For RIAs

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

FusionIQ Launches Modular Platform, Crystal Capital Partners With SS&C, Nitrogen Integrates With FMG, Docupace Appoints New CFO, Wealth Management GPT Launches Writing Tool, Halo Appoints New CEO, Seeds Raises Another $2 Million, F2 Strategy Acquires Oakbrook Solutions And Smarsh Appoints New CTO

By Chris Latham

/ 10 Jul 2023

Wealthtech Roundup: Wealth.com, Nitrogen, Seeds Investor, Docupace And More

BetaNXT CEO Stephen Daffron Talks Moving To T+1 Settlement And More

BetaNXT CEO Stephen Daffron Discusses SIFMA, Moving To T+1 Securities Settlement And How Wealth Management Can Use Better Data To Make Better Investment Decisions

By Chris Latham

/ 6 Jul 2023

BetaNXT CEO Stephen Daffron Talks Moving To T+1 Settlement And More

FusionIQ Launches Modular Integrated Platform

Wealthtech Firm Announces New Platform For Workflows And Process Automation With Branding To Focus On Ease Of Use And Disruptive Change

By Janeesa Hollingshead

/ 29 Jun 2023

FusionIQ Launches Modular Integrated Platform

Docupace Appoints Former Nitrogen Executive Leon Weiss As Its New CFO

Back-Office Workflow And Automations Provider Appoints Seasoned Chief Financial Officer To Optimize Resources As Docupace Aims To ‘Continuously Level-up Its Game’

By Chris Latham

/ 28 Jun 2023

Docupace Appoints Former Nitrogen Executive Leon Weiss As Its New CFO

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