The strategic collaboration will enable certain RightCapital advisor users to get a more complete view of their clients' ...

Explore the marriage of protection and accumulation in holistic financial planning. Bruce Donaldson, CEO of Simplicity Group, ...

IBM launches Apptio’s IT planning tools on Microsoft Azure Marketplace, enhancing cloud financial management options for ...

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Global crypto exchange behemoth Binance has released a new platform for wealth managers to offer digital asset investments to ...

eMoney, the financial planning software provider, is set to launch a premium client portal next year that will allow advisors ...

Many of us often feel the pinch whenever we see our monthly bank statements, and some even find ourselves living paycheck to ...

Imagine a future where financial transactions are instantaneous, transcending the traditional bottlenecks of speed and ...

The financial planning and account aggregation provider eMoney Advisor held its annual user conference this week, during ...

This guide serves as a foundational resource for developing fintech software, which is central to the innovation in financial services. It covers everything from the initial planning phase to ...

The fintech provider is helping the $18B hybrid RIA maintain its growth momentum through its digital planning platform.

As family offices continue to evolve in a rapidly changing world, their reliance on technology is becoming more pronounced.