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The latest in financial #AdvisorTech — August 2023

August 16, 2023

The August 2023 issue of the latest in #AdvisorTech kicks off with the news that Wealth.com has launched an AI-driven 'legal assistant.'

Craig Iskowitz Elon Musk Kitces Advisortech Marc Butler Kitces Research On Advisor Productivity Ezra Group

Source: investmentnews.com

The latest in financial #AdvisorTech — April 2023

April 18, 2023

The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.

South Australia Schwab Tdameritrade Monte Carlo Andrew Altfest Jason Wenk Estate Planning Lab

Source: investmentnews.com

FP Alpha announces first of its kind, P&C Snapshot, plus unbundled estate planning offering and The Estate Lab 2.0, giving financial professionals added choice for advanced planning solutions

March 14, 2023

/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments today including unbundling of...

Rachel Schwab Andrew Altfest Estate Lab Estate Planning Lab Estate Planning Module Estate Module

Source: prnewswire.com

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Estate Module News Today

The latest in financial #AdvisorTech &#x2014; August 2023

The latest in financial #AdvisorTech &#x2014; April 2023

FP Alpha announces first of its kind, P&C Snapshot, plus unbundled estate planning offering and The Estate Lab 2.0, giving financial professionals added choice for advanced planning solutions

Explore More Categories

The latest in financial #AdvisorTech — August 2023

The latest in financial #AdvisorTech — April 2023