Wolfsen's Roadmap for Orion | Wealth Management
Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s businesses.
Source: wealthmanagement.com
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Wealth Management Technology Firms Announce AI & Automation Summit for Financial Advisors
The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology firms, is set to take place on July 12th at 2 pm ET. Craig Iskowitz, CEO of Ezra Group, will lead the panel.
Source: cmswire.com
Orion Brings Acquisition Components Together in One Unified Platform
The wealthtech company will also slow down its pace of acquisitions, as it focuses on bringing its tech components together into one platform.
Source: wealthmanagement.com
MaxMyInterest Rolls Out Improved MoneyGuide Integration
The updated integration is meant to make advisor oversight and management of client cash holdings easier.
United States Maxmyinterest Maxforadvisors Envestnet Moneyguide Morningstar Byallaccounts Envestnet Tamarac Webster Bank
Source: wealthmanagement.com
Pulse360's Quest: Make Advisors 50% More Productive
Pulse360 has introduced a task automation feature directly linking email, CRM and overall office productivity improvement. Startup Pulse360 has launched automatic task creation whereby emails or other triggers can in turn set off the creation of a full task in an advisor’s CRM or initiate communication with clients or prospects. It is meant to help financial advisors avoid what has traditionally been double work, when it comes to remembering to send emails or creating or updating fields...
Source: wealthmanagement.com