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This week in advisor tech headlines, we have a big slate of ugrades and updates from Envestnet leading the way.  Not to...

LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...

For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients. 

Early in his career, Akhil Lodha worked in quantitative analysis and trading. That eventually inspired him to develop platforms for financial advisors and accredited...

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

It was another big week in advisor tech news. Of course, the biggest news of the week (already covered in our last...

April showers bring May fintech news. Okay, so that stretch of an old proverb doesn’t really fit, but there was truthfully a...

When the weather gets warm, fintech news often slows down--maybe all those coders are out playing softball in the beautiful spring...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Brian McLaughlin. Brian McLaughlin is President, Orion Advisor Tech. Prior to Orion’s...

What a busy week in advisor technology news, with a lot of important headlines to share. Perhaps no story was more important...