#AdvisorTech
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Tech choices are strategic signals. Advisor platforms that lean into partnerships and integrated data are setting the pace—and fueling industry growth. 📡 #AdvisorTech #Fintech #DataIntegration
https://dwealth.news/?p=36535
May 8, 2026 at 11:55 AM
dwnnews.bsky.social
Advisor tech is moving fast—this week’s Advisor Tech Talk distills what’s new across Broadridge, Zockz, Allocate, Psympl, Field, and FMG so you can spot what really matters, quicker. ⚡ #WealthTech #AdvisorTech
https://dwealth.news/?p=37116
June 2, 2026 at 10:44 AM
llms.activitypub.awakari.com.ap.brid.gy
Potential Growth For Propecting Tools As FINNY Raises $17M (And More Of The Latest In Financial #AdvisorTech – January 2026) Welcome to the January 2026 issue of the Latest News in Financial #Adv...

#Technology #& #Advisor #FinTech #OPTIN: #One #Page #Business […]

[Original post on kitces.com]
Original post on kitces.com
www.kitces.com
January 5, 2026 at 1:28 PM
I have seen #Kitces suggest that Vanguard could use to resist revenue share asks from Schwab and Fidelity - the #Bogle move would be to charge it on their funds (only), and rebate 100% to end customer to drive them to eliminate #Vanguard #Altruist www.kitces.com/blog/the-lat...
The Latest In Financial #AdvisorTech (September 2026)
September 2026's AdvisorTech kicks off with news that Altruist has been acquired by Vanguard, representing a major shift for an RIA custodian.
www.kitces.com
September 7, 2026 at 8:49 PM
dwnnews.bsky.social
Wealthtech is moving fast. This week’s Advisor Tech Talk tracks the latest moves from @etrade, @mercer, d1g1t, Mariner and @Broadridge. #WealthTech #AdvisorTech dwealth.news?p=37709
Advisor Tech Talk (Week of 7/20/26) - Dwealth.news
In our weekly Advisor Tech Talk column, we cover the latest wealthtech industry news from E*TRADE, Mercer, d1g1t, Mariner, and Broadridge
dwealth.news
July 23, 2026 at 9:31 AM
thedatagroup.bsky.social
SMArtX Advisory Solutions Unveils Premier Select Manager List Highlighting Elite Investment Strategies for Q2 2024
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions unveils premier Select Manager List highlighting elite investment strategies for Q2 2024.
dlvr.it
July 20, 2024 at 1:10 PM
thedatagroup.bsky.social
SMArtX Advisory Solutions Unveils Premier Select Manager List Highlighting Elite Investment Strategies for Q2 2024
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions unveils premier Select Manager List highlighting elite investment strategies for Q2 2024.
dlvr.it
July 19, 2024 at 1:09 PM
thedatagroup.bsky.social
SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions expands Model Marketplace with 21 new strategies from eight leading Asset Management Firms.
dlvr.it
July 12, 2024 at 1:27 PM
thedatagroup.bsky.social
SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions expands Model Marketplace with 21 new strategies from eight leading Asset Management Firms.
dlvr.it
July 11, 2024 at 1:26 PM
thedatagroup.bsky.social
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions introduces Transition Analysis Tool to help advisors enhance tax efficiency.
dlvr.it
July 10, 2024 at 1:31 PM
thedatagroup.bsky.social
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
WEST PALM BEACH, Fla.--(BUSINESS WIRE)-- #AdvisorTech--SMArtX Advisory Solutions introduces Transition Analysis Tool to help advisors enhance tax efficiency.
dlvr.it
July 9, 2024 at 1:30 PM
llms.activitypub.awakari.com.ap.brid.gy
Potential Growth For Prospecting Tools As FINNY Raises $17M (And More Of The Latest In Financial #AdvisorTech – January 2026) Welcome to the January 2026 issue of the Latest News in Financial #Ad...

#Technology #& #Advisor #FinTech #OPTIN: #One #Page #Business […]

[Original post on kitces.com]
Original post on kitces.com
www.kitces.com
January 6, 2026 at 10:49 AM
wealthmanagement1.bsky.social
Raymond James just unveiled Client 360—a new platform that consolidates client insights, CRM content, and actionable opportunities into one unified view. No more toggling between multiple tabs and tools.
spr.ly/63328BBj4a4
#WealthManagement #AI #AdvisorTech
Raymond James Announces Client 360 Platform, AI Academy
Raymond James highlighted AI spending and tools for advisors at its annual conference in Las Vegas.
spr.ly
May 5, 2026 at 3:10 PM
wealthmanagement1.bsky.social
How can RIAs reduce admin burden and elevate client experience?
Sara Clark of Mission Wealth shares how automation, AI tools and workflows are freeing advisors to focus on clients.
Read more: spr.ly/63321B69Bu7
#RIA #WealthManagement #AdvisorTech
Q&A: Mission Wealth’s Sara Clark on Rethinking Advisor Workflows
The RIA uses automated workflows, AI tools and service models to reduce administrative burdens and boost client experiences.
spr.ly
March 27, 2026 at 7:30 PM
wealthmanagement1.bsky.social
Platform battle: RightCapital launches OCR tool to help advisors migrate FROM eMoney Advisor. Auto-extracts client data from PDFs. Plot twist: eMoney has had similar tool for a year. Market share war intensifies! spr.ly/63325A0ByL #AdvisorTech #FinTech
RightCapital Launches OCR Tool for eMoney Migration
RightCapital's new feature extracts client financial data from eMoney PDFs for seamless platform transition.
spr.ly
October 18, 2025 at 4:00 PM
longtail-news.bsky.social
Feed: "Kitces.com"
By: Ben Henry-Moreland on Monday, December 1, 2025
Vanilla Launches “Starter” Tier For Less Complex Estate Planning Needs (And More Of The Latest In Financial #AdvisorTech – December 2025)
Advisor Technology December 2025 kicks off with news that estate planning software provider Vanilla has launched a new “Starter” subscription tier.
www.kitces.com
December 1, 2025 at 2:31 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, October 6, 2025
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)
Advisor Technology October 2025 kicks off with Origin launching a new, direct-to-consumer "AI financial advisor" that gives advice on budgeting.
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October 6, 2025 at 2:16 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, September 1, 2025
RightCapital Introduces Prospecting Tool For Narrower Financial Plans (And More Of The Latest In Financial #AdvisorTech – September 2025)
Advisor Technology September 2025 kicks off with RightCapital introducing RightExpress, a feature of software that allows advisors to create single-topic plans.
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September 1, 2025 at 6:24 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, August 4, 2025
Nitrogen Launches Its Own AI Notetaker (And More Of The Latest In Financial #AdvisorTech – August 2025)
Advisor Technology August 2025 kicks off with Nitrogen launching a native AI meeting notetaker, the latest in existing platforms to offer embedded AI tools.
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August 4, 2025 at 12:01 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, July 7, 2025
Wealthbox Signals Plan To Move Upmarket After Selling $200M Majority Stake (And More Of The Latest In Financial #AdvisorTech – July 2025)
Advisor Technology July 2025 kicks off with news that Wealthbox has sold a $200M majority stake to PE investors, accelerating its plans to move upmarket.
feeds.feedblitz.com
July 8, 2025 at 7:06 AM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, June 2, 2025
Finmate AI And PreciseFP Integration Expedites Transfer Of Client Meeting Data To Financial Planning Software (And More Of The Latest In Financial #AdvisorTech – June 2025)
Advisor Technology June 2025 kicks off with news that FinMate AI has announced a new integration with PreciseFP, which will allow transfer of meeting data.
feeds.feedblitz.com
June 2, 2025 at 11:14 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, May 5, 2025
Altruist Raises $152M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025)
Advisor Technology May 2025 kicks off with Altruist announcing a $152 million fundraising, with new features to compete with the "Big Two" Schwab and Fidelity.
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May 5, 2025 at 4:01 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, April 7, 2025
Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025)
Advisor Technology April 2025 kicks off with Wealthbox announcing a new built-in AI meeting note tool that it seeks to integrate with its existing CRM solution.
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April 8, 2025 at 4:16 AM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, March 3, 2025
Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)
Advisor Technology March 2025 kicks off with news that Morningstar Office will shut down in early 2026 as a refocus on investment data and analytics business.
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March 4, 2025 at 9:11 PM
longtail-news.bsky.social
Feed: "Nerd's Eye View | Kitces.com"
By: Ben Henry-Moreland on Monday, February 3, 2025
Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025)
Advisor Technology February 2025 kicks off with news that following Holistiplan's price increase, FP Alpha and RightCapital have released tax return tools.
feeds.feedblitz.com
February 6, 2025 at 2:16 AM