Category: Business Technology
Franklin Templeton and Teton Advisors join the expanding list of asset managers on the custodian-agnostic platform
TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.
Strong Growth to Continue with Series A Round
The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition
Advisors can now gain a clearer picture of business with coupling of business intelligence and investment analytics technology
Alan Gleghorn will partner with cleverDome co-founders to tackle tough cybersecurity issues and focus on community involvement
Advisors Win with New Marketing Automation Tool
New integration will help financial advisors deliver the next generation of digital advice.
Optimus will receive free access to FinRiver™, a suite of lightning-fast investment analytics APIs
The invitation-only event addresses issues of exempt securities including due diligence, escrow, custody, secondary trading, and compliance.
The rapidly growing investment analytics service is recognized for their FinRiver for Salesforce solution
The industry's first free wealth management technology recognized for superior account aggregation
Euro currency support within acclaimed investment analytics as a service platform marks firm's continued international expansion
New billing engine delivers customizable fee structures and powerful revenue analytics
Cybersecurity solution for financial firms and their clients - voted "most likely to disrupt" at 2017 Fuse Event - lives up to its name
The custodial services provider earns nod for the rollout of Earnwise platform
Innovative fintech and brokerage firm for exempt offerings named one of four selected startups, beats out top applicants from 7 countries
Unveils new visual identity, logo and website for CRM product
Shining a bright light into the dark recesses of vendor risk is key goal.
The international FinTech firm appoints two industry veterans to analytics oversight roles
Smartleaf automated intelligent rebalancing is now available to AdvisorEngine clients at no additional cost
New app by FinMason provides a powerful solution for financial advisors seeking investment analytics, compliance and reporting solutions
The custodial-services provider updates Fusion and new mobile-first platform Earnwise to help financial advisors keep portfolios in check
The international FinTech firm appoints two industry veterans to boost enterprise sales and strategic relationship management
Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats
The 32-year industry veteran joins the FinTech startup to lead rapid growth and overseas expansion
Arizona Benefit Corporation Continues Mission to Protect Confidential Consumer Information by Bringing it Under the Dome
FinMason will give BOND.ai free access to FinRiver, a suite of lightning-fast investment analytics APIs that allow for faster time-to-market
Maral Boyadjian tapped to lead team that works with clients to resolve analytics pain points and deliver customized relevant insights
Cassia Research looks to accelerate time-to-market for their CoPilot Advisor Platform using FinMason's innovative analytics API
Appearing for the first time in the annual survey, FinMason among top investment analytics providers in the industry
New take on client portal creates a digital environment where advisors can deliver holistic wealth management
Meet the experts in Booth #211, learn about new regulations and compliance requirements in their presentations at T3 Tech Conference
Advisors Get 300 Percent More Exposure for 31 Percent of the Cost of Live Seminars with Online Advertising + Video + Marketing Automation
Single Sign-On, Automated Invoice Delivery Are the Latest Tools for Advisers
Experts speak on data security for financial services firms at TD's National LINC conference, answer questions in Business Consulting Lounge
Developed on the Ethereum Blockchain, Token Available Free to Investors via Accredited.am Platform
MarTech Professional Robert Sofia to Share the Coolest Ideas in Technology for Adviser Differentiation at the Inside ETFs Conference 1/21/18
Process Efficiencies, Fee Disclosure, Ability to Scale Drive Decision
Leading financial services and SaaS companies are now using the solution to better protect consumer data
In multi-year deal, WisdomTree will become the first global investment manager to adopt FinMason's FinRiver™ analytical platform
Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means
First Provider to Bring Big Data to Independent Financial Advisors Launches at T3 in Las Vegas Today
FinRiver is front and center on the global stage in the competition to find innovative solutions for the bank of the future.
Award-Winning Firm Adds Capital, Gains Endorsement, and Brings 25-year Marketing and Technology Pro into the Equation
Quant-created SmartRisk with risk assessment and portfolio analytics that are simple for clients to understand - but are far from simplistic
