Instead of using a product that was already on the market, Savvy built its direct indexing software in-house.
Portrait Analytics believes its AI will eventually be able to do everything a junior investment analyst can do.
Cash management fintech Flourish can now pull client data directly from Redtail's CRM system to prefill application forms, while Morningstar will integrate Asset-Map client engagement technologies.
Modern Life is adding long-term care and hybrid long-term care products to its menu of insurance for financial advisors.
Elements provides a mobile Scorecard app that evaluates a prospect’s financial data and provides an evaluation score across 12 measurements.
It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
Lauren Taylor Wolfe, co-founder and managing partner of activist hedge fund Impactive Capital, has joined Envestnet’s board.
The Absolute Engagement Engine captures real-time input from prospects and clients as they interact with a wealth management firm.
The new service combines tax data and cost-basis reporting into a single offering for banks, broker-dealers and custodians.
The exposition hall was teeming with newly launched companies and fresh faces making their first appearance.
