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An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions

Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.

Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.

The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...

This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Adam Holt, CEO & Founder at Asset-Map Holdings. Adam Holt is also...

A good technology partner is always thinking ahead, so that wealth management firms can focus more on thinking about what’s next for their clients.

Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...

The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces. Smarsh, the digital communications content-focused regtech enterprise, continues to expand...

Orion Advisors Solutions is taking another big step towards offering advisors and their clients a fully integrated, seamless technology experience by beefing up their automated marketing efforts.

Implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients, said Lindsey Hanson, head of client success at Practifi.