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Financial advisor technology news and information

  1. 2017. 08. 08.

    FinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017

    Here is your FPPad Bits and Bytes update for August 8, 2017. FinaMetrica merges with PlanPlus FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Founded in 1998, FinaMetrica is one of the first companies to gain significant traction for its risk tolerance assessment software, though the company has seen its market […]

    3분

  2. 2017. 01. 27.

    FPPad Bits and Bytes for January 27, 2017

    CFPB Requests for Information: Consumer Access to Financial Records: https://www.regulations.gov/document?D=CFPB-2016-0048-0001 This week’s update starts with a quiet, yet noteworthy escalation in the battle for access to consumer financial data collected by many of the account aggregation companies, as eight of them announced a new coalition called the Consumer Financial Data Rights industry group. Who’s part of […]

    7분

  3. 2017. 01. 20.

    FPPad Bits and Bytes for January 20, 2017

    In this week’s top advisor technology stories: Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital The XY Planning Network inks an enterprise pricing deal with eMoney Advisor Morgan Stanley pays a $13 million settlement for billing mistakes across 149,000 customer accounts, and Document management provider Cabinet Paperless gets acquired by […]

    8분

  4. 2016. 12. 21. · 비디오

    Tour the LPL Financial campus in Fort Mill, SC with Victor Fetter

    In a follow up to our first stop on FPPad Tech Tour, we reconnected with LPL CIO Victor Fetter to tour the finished Carolinas campus complex in Fort Mill, SC. Fetter gives us an overview of the spaces created to encourage collaboration and innovation, all in support of the tens of thousands of financial advisors […]

    7분

  5. 2016. 12. 16. · 비디오

    FPPad Bits and Bytes for December 16, 2016

    On today’s broadcast, Schwab announces its Schwab Intelligent Advisory services, Finicity raises $42 million for account aggregation, Envestnet|Tamarac rolls out Yodlee, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, featuring a new Client Onboarding process as […]

    7분

  6. 2016. 12. 02. · 비디오

    FPPad Bits and Bytes for December 2, 2016

    On today’s broadcast, Vanare becomes AdvisorEngine after a $20 million dollar investment, RightCaptial gets a favorable review, and Addepar opens up about the capabilities of its technology. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, the leading provider of […]

    6분

  7. 2016. 11. 18. · 비디오

    FPPad Bits and Bytes for November 18, 2016

    On today’s broadcast, Wells Fargo announces a partnership with SigFig, Cetera’s computers systems suffer a two-day outage, lessons from a hack at Lincoln Financial, and more. So get ready, FPPad Bits and Bytes begins now! (WatchFPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, the leading provider of digital […]

    7분

  8. 2016. 11. 04. · 비디오

    FPPad Bits and Bytes for November 4, 2016

    On today’s broadcast, Brian Shenson updates Schwab’s technology roadmap, Riskalyze raises $20 million in capital, SS&C acquires Salentica, and more. So get ready, FPPad Bits and Bytes begins now! (Watch FPPad Bits and Bytes on YouTube) Today’s episode is brought to you by eMoney Advisor, who just announced their Fiduciary Framework initiative to help advisors […]

    6분
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Financial advisor technology news and information

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