Page 2 - Redtail Technology News Today

Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.

One challenge, however, will be concerns about whom clients are really talking to, the Orion exec tells ThinkAdvisor.

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.

The business intelligence engine seeks to streamline Reg BI and PTE 2020-02 compliance.

Cloud-based analytics from Amazon Web Services Redshift and Snowflake, will empower advisors working with Orion and Envestnet.

Plus, a new Morgan Stanley retirement portal for advisors, and a DEI focused podcast series from the BLX Internship Program.

The company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.