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“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.

Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.

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

Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.

LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continued expansion of its...

Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.

The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology

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

Friends, wishing you a beautiful season with family & friends! While you bask in the holiday glow, we have new content on calculating ROI on automation, where crypto is headed next plus the top 10 tech tools for 2023.