The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.
/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio.
/PRNewswire/ Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has.
Advisors at Cetera can access Carefull, Wealthbox CRM is integrated with Catchlight prospect analysis, Redtail upgrades Imaging and TIFIN rolls out AMP.