The latest in financial #AdvisorTech — August 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.'
Source: investmentnews.com
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The latest in financial #AdvisorTech — April 2023
The April edition of the latest in financial #AdvisorTech kicks off with the news that RIA custodial platform Altruist has purchased SSG.
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
/PRNewswire/ -- FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments today including unbundling of...
Source: prnewswire.com