envestnet - search results

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...

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

Friends, change is in the air.  While crypto markets experience a chilling effect from recent SEC regulatory actions against Coinbase & Binance, industry pushback has been loud and strong and you'll see some of that here today, too....READ UP! 

Many advisors who have had a love-hate relationship with technology are coming to embrace tools necessary to evolve and grow their practices for the future.

There are no summer doldrums (yet) to be found in the wealth tech space, as we have another interesting collection of...

Friends, we're going to be rolling out a major new blockchain education initiative in the coming weeks and we want your participation, too!  Check out Steve Lupien's interview today in my "Fintech & Philosophy" zoomcast to learn more and look for more info on this world-changing initiative in the coming weeks!! READ UP!

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...