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The latest in financial #AdvisorTech — November 2023

The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."

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Holistiplan Passes 20,000 Advisors Milestone

/PRNewswire/ Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed.

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Holistiplan Passes 20,000 Advisors Milestone

Holistiplan Passes 20,000 Advisors Milestone
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The latest in financial #AdvisorTech — June 2023

The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.

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The latest in financial #AdvisorTech — May 2023

The latest in financial #AdvisorTech for May 2023 starts with the news that Betterment entered into a $9 million settlement with the SEC.

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