Advisor technology providers introduce artificial intelligence capabilities to streamline advisor workflows and cut manual ...

Backed by certified financial planners, Fiscor is developing a self-directed trading system to integrate long-term ...

New integration brings insurance into the financial planning conversation By embedding verified P&C policy data ...

When asked what technology improvements would be most helpful for advisors in 2026, Dan Pascone echoed what many have been wanting for a while: It's not about adding new tools, but making the existing ...

New integration seamlessly enriches Asset-Map’s visual household experience with AI-powered precision Asset-Map Holdings, Inc. ("Asset-Map"), the premier visual financial planning conversation tool ...

Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts. The offering represents an expansion of the partnership between ...

Two wealthtech platforms have announced new integrations designed to streamline data workflows and deepen the advisor-client planning experience, with both updates converging on a common partner: ...

If you’re an operations leader, you’ve likely heard the promise of seamless technology integration. The refrain from technology vendors is familiar: “Our system is integratable with your tech stack!” ...