RIA in a Box LLC, a specialist Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software to the wealth management industry, announced its new Communications Archiving and Review solution.
Technology & software solutions
Financial advisers aged under 45 are driving tech adoption for the profession, according to research by NextWealth for its latest Tech Stack Report update.
Jersey based FinTech business, EWG (previously eWealthGlobal) is launching a new alternative digital banking platform.
FTRC has today launched a dedicated information hub on AdviserSoftware.com providing advisers with a one-stop shop of everything they need to know about the technology available to them to better run their businesses.
Sequoia Financial Group, a registered investment advisor with more than USD7 billion in managed assets, following Sequoia's merger with Wealthstone Advisors, will employ technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalised, proactive advice to clients.
A major new report from NextWealth into white label platforms reveals that almost half of adviser firms with GBP250 million AUM plan to launch their own white-label platform in the next three years, while 8 per cent are already underway.
TrueLayer, Europe’s leading open banking platform, and digital investment platform HeyTrade have teamed up to deliver a new investment experience to the Spanish investors using open banking payments.
Raymond James is introducing a new application to assist financial advisors with communicating more holistic, customised offerings with prospective and current clients, according to Chief Information Officer Vin Campagnoli.
By Gery Zollinger, Head of Data Science, Avaloq (pictured) – Private banks and wealth managers possess a treasure trove of client data. To gain a true competitive edge, however, it has become crucial for financial institutions to harness this data and turn it into knowledge about the exact needs of clients.
AdvisorPeak has entered into a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT’s leading cloud technology platform. AdvisorPeak joins INVENT’s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak’s trading solutions are now available to seamlessly integrate with over 17,000 users on the INVENT platform.