From onboarding to retention—learn the new rules of client relationship management.
FP Alpha Launches Estate Insights 2.0 for Smarter Planning
June 3, 20256 min
FP Alpha, the premier AI-driven wealthtech platform for financial advisors, today announced the release of its enhanced Estate Insights 2.0, a groundbreaking advancement in estate planning technology designed to empower financial advisors with deeper, more actionable insights while streamlining the estate review process. This enhanced capability marks a significant evolution in how advisors approach estate planning. By harnessing advanced AI-powered data extraction, FP Alpha now delivers hundreds of data points up from 30 directly from estate planning...
Bankjoy Unveils JoyCompass
May 19, 20257 min
Bankjoy, a leading digital banking provider, today unveiled JoyCompass, a next-generation personal finance platform that helps community financial institutions (CFIs) drive growth through client engagement. The announcement was made at the Corelation Customer Conference in San Diego, where Bankjoy is showcasing its groundbreaking platform to industry leaders. JoyCompass represents a fundamental shift in personal financial empowerment. The platform is seamlessly embedded into users’ digital banking experience, helping credit unions and community banks fulfill their mission of...
Wealth transfer to women is reshaping financial advice. Advisors must evolve with tech, empathy, and tailored strategies to stay relevant.
SMArtX Launches BlackRock’s Advisor Center on Platform
March 25, 20253 min
SMArtX Advisory Solutions has integrated BlackRock’s Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective. “We are excited to collaborate with BlackRock to offer Advisor Center,” said Brad Haag, EVP...
Exhibit A Announced its Launch
March 18, 20257 min
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors
Deaglo Delivers AI-Powered White Label Platform For FI’s
January 29, 20256 min
Deaglo’s white label platform for Financial Institutions uses AI to enhance client engagement and reduce manual reporting. The industry-first platform speeds up workflows for decision-making and client onboarding.
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Monument Technology grows leadership team with key appointments
November 8, 20244 min
Monument Technology grows leadership team with key appointments