Farther Secures $72 Million from CapitalG and Viewpoint Ventures
October 14, 20245 min
Farther's AUM Surges 5x Year-Over-Year, Surpassing $5B
FusionIQ Announces Integration with Blueleaf For Enhanced Advisor, Client Experience
July 13, 20234 min
FusionIQ's Digital Wealth Platform To Deliver Innovative Reporting Capabilities Through Vital Partnership
Orion Portfolio Solutions Selects Docupace for Workflow Automation
February 16, 20235 min
Fast-growing TAMP consolidating and streamlining operations
New FIS Wealth Management Platform Brings Rich Data Insights to the Client Relationship
June 10, 20203 min
New FIS Unity wealth management platform leverages advanced data analytics to give advisors rich insights into the financial needs of their multi-generational clients. FIS Unity offers a single, 360-degree picture of clients’ financial assets across multiple financial providers through integrated APIs. The solution leverages an innovative approach to workflow that automates and streamlines processes.
Redi2’s BillFin™ Selected by CircleBlack for Advanced Fee Billing Partner
February 18, 20202 min
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, today announced that it has selected Redi2Technologies’ BillFinTM solution, as their provider of hosted advanced fee billing, which will be available through the single sign-on hub that is a hallmark of the CircleBlack experience. “In everything we do, our goal is to leverage and seamlessly integrate best in class technology such...
BBR Partners Selects d1g1t as its Enterprise Wealth Management Platform
December 10, 20193 min
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that BBR Partners, LLC (“BBR”) has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market. Ranked #8 on Barron’s Top 50 RIA Firms for 2019, BBR serves more than 140 client families representing over $16 billion in assets under management from offices in New York, San Francisco and Chicago....
Riskalyze Unveils a Suite of New Product Features Live from the Fearless Investing Summit
October 4, 20199 min
Riskalyze revolutionizes how advisors will trade, expands the depth and breadth of security and portfolio analytics, and once again reinvents the risk tolerance assessment