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WealthStack Roundup: Salesforce Launches Financial Engagement Platform

Also, Wealthtender launches its Certified Consultant Program.

United statesMorningstar byallaccountsCarter malloyMichael reynoldsDavid knochDocupace europeAaron kleinSebastian skwarekExchange commissionA national awardCertified consultant programMarketing cloud engagement for financial servicesDepositors insurance fundWealthtender launches certified consultant programErnst youngUniversity of arizona

WealthStack Roundup: Salesforce Launches Financial Engagement Platform

Also, Wealthtender launches its Certified Consultant Program.

United statesDocupace europeCarter malloySebastian skwarekMorningstar byallaccountsDavid knochAaron kleinMichael reynoldsDepositors insurance fundWealthtender launches certified consultant programRedtail technologyCertified consultant programMarketing cloud engagement for financial servicesUniversity of arizonaErnst youngA national award

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors

Docupace Names Wealth Management and Wealthtech Leader Lori Hardwick Chair of Board of Directors
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David knochLos angelesDocupace europeMellon pershingBrad bernsteinRyan georgeLori hardwickVestwell joinsDocupace as firm accelerates growthInformation technologyOrion advisor solutionsAward for hot technology of the yearDocupace technologies incCetera financial groupFormer envestnetPershing executive

WealthStack Roundup: News From Elements, Skience, Fidelity and More

From personnel updates Pontera gets a CMO to a one-page plan from startup Elements, it was a busy week in advisor tech.

Michael buzzaSalesforce appexchangeSebastian skwarekDocupace europeNicole zhengFidelity investmentsInnovation researchNetwork management market strategyElements one page planFidelity institutional integrationFidelity institutionalNetwork managementMarket advocacyDigital assetsFinancial marketsFinancial markets group

Docupace Adds Accomplished WealthTech Professionals to Executive and Management Teams

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome several new.

Florence royceSanta ivdreLos angelesChris mastersPrashanth sampathkumarJohn stiloGunta osmaneNouman janDavid knochMaleah tuckerJill gillilandDebbie millerErnst youngSebastian skwarekRyan georgeDocupace europe