Flourish launches new Redtail Technology integration: Wealthtech Weekly
Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar.
Source: financial-planning.com
Page 3 - Redtail Technology News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Redtail Technology Today - Breaking & Trending Today
ChatGPT Use Will Become an Industry Trend: Brian McLaughlin
One challenge, however, will be concerns about whom clients are really talking to, the Orion exec tells ThinkAdvisor.
Source: thinkadvisor.com
Why you should always bring your joy to work, with Orion's Brian McLaughlin
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.
Source: financial-planning.com
Orion Portfolio Solutions Selects Docupace for Workflow Automation
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio...
Source: prnewswire.com
Blueleaf Appoints WealthTech Leader Tim Minert EVP of Business Development
/PRNewswire/ -- Blueleaf, an all-in-one wealth management platform with best-in-class advisor and client experiences in reporting, billing and rebalancing, has...
Source: prnewswire.com