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CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...

The wealthtech news firehouse opened up last week, and as a result, there are plenty of advisor technology headlines to discuss...

In June, Sanctuary Wealth, the Indianapolis-based wealth management firm, launched a significant update to its Haven platform, the firm's proprietary, fully integrated advisor workstation....

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. 

By Christopher Hamman The year got off to a great start, with earnings announcements from financial service providers...

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

By Chris Robbins For the week before the Thanksgiving holiday, there was a lot going on in advisor technology. Notably, Fidelity Institutional added...

By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

By Christopher Robbins As we approach midyear and the U.S.’s July 4th holiday, the...