RightCapital Launches Integrated Risk Tolerance Tool
Called RightRisk, the planning provider has seen significant demand from advisors.
Source: wealthmanagement.com
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T3: Rapid Uptick in Tax and Estate Planning Software By Advisors
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week
Source: wealthmanagement.com
TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey
/PRNewswire/ -- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor...
Source: prnewswire.com
RightCapital Announces Integration with Apex Advisor Solutions
RightCapital Announces Integration with Apex Advisor Solutions
Source: pr-inside.com
Income Lab Selects BridgeFT's WealthTech API to Provide Access to Custodial Data Through a Single Integration
/PRNewswire/ -- Income Laboratory, Inc. (Income Lab), the leading provider of retirement income management software, has selected BridgeFT's WealthTech API to...
Source: prnewswire.com