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Our leaders are dedicated to perfecting data-driven SaaS technologies for broker-dealers, advisors, and their clients. Stay up to date on our latest advancements and experts’ thoughts on industry trends.

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Investment Executive

The bridge to a hybrid advisor

Despite the early threat of robo-advice disrupting the wealth industry, experts now align on the notion that...

November 28, 2022

FinancialPlanning

Wealthtech 2023: 5 tech insiders on the tools and tips that actually...

When looking at the modern wealthtech landscape, there seems to be a solution for every aspect of the...

November 23, 2022

Rethinking65

Outdated Tech is Costing Advisors Clients and Prospects

The firm with a new study on this topic answers our questions on how advisors can more proactively approach...

November 22, 2022

FA magazine

Subpar Technology Costing Advisors Business, Survey Says

Fifty-two percent of advisors said they have lost prospects because their firms’ technologies did not meet...

November 16, 2022

PlanAdvisor

Subpar Technology Could Steer Clients Away from Advisers

Many advisers complain about lack of automation and functionality and prefer a platform that gives them more...

November 16, 2022

ThinkAdvisor

Is Outdated Wealth Management Technology Costing You Business?

“Technology can be a game changer for advisors who want to grow their business,” Richard Hart, senior vice...

November 16, 2022

FinancialPlanning

Advisors say lousy tech is costing them clients and prospects

With the wealth management landscape increasingly competitive, advisors say that having the right technology...

November 15, 2022

InvestmentNews

Bad tech costs advisers money and clients

Though 58% of the advisers and executives surveyed classified their technology as 'modern,' 65% reported...

November 15, 2022

Digital Wealth News

Advisor Tech Talk

Technology can be a firm's best friend or worst enemy as they race to implement new protocols to be on the...

November 1, 2022

Investment News

Coming to a firm near you: An optimized digital wealth experience

Firms are constrained by legacy technology stacks, and it's not easy for them to pivot and deliver the...

August 17, 2022

Wealth Management

The Future of Digital Onboarding

The wealth management industry has clearly made progress in terms of streamlining how advisors and their...

August 1, 2022

Advisor Insurance Investment Income

Advisor360° Introduces New Beneficiaries Capability For Insurance...

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management...

July 13, 2022

Digital Wealth News

Advisor Tech Talk

Advisor360° had announced a significant cross-product enhancement to its existing Beneficiaries capability....

July 5, 2022

Wealth Management

WealthStack Roundup: GeoWealth and Pontera, American Century and...

Advisors eyeing the great wealth transfer know that estate planning and developing relationships with client...

July 1, 2022

Forbes

How To Choose Financial Planning Software

The days of crunching numbers with a pencil, paper and a clunky calculator are long gone. Financial planning...

July 1, 2022

FintecBuzz

Advisor360° Introduces Beneficiaries Capability Insurance Policies

Advisor360°, a Software as a Service (SaaS) provider of integrated technology for the wealth management...

June 30, 2022

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