Are You Still Using Excel? You Shouldn’t Be.

Are You Still Using Excel? You Shouldn’t Be.

Financial planning is not the pen and paper activity it used to be. Today, emerging technology makes it easier to trade and rebalance, monitor client portfolios, and produce meaningful reports. But along with advancements come complications as longer-term planning is...
How APIs Enhance Your Wealth Management Tech Stack

How APIs Enhance Your Wealth Management Tech Stack

APIs are nothing new. For as long as software operating systems have existed so to the API. In today’s world the API is generally spoken of as an ‘open’ means of accessing another software platform. And that is the focus of this article. In the wealth management...
The Time is Right for New Talent and Opportunity

The Time is Right for New Talent and Opportunity

The financial services industry is in the middle of a financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to offset the growing demand for financial...
Why Advisors Should Automate Trading Alerts

Why Advisors Should Automate Trading Alerts

Today’s wealth management practices have demands they must meet to ensure client success. Automating for efficiency is accomplished through the use of tools to help manage their client’s portfolios and streamline their practice to operate more efficiently. One...
What Matters to Clients? Their Money and Your Advice

What Matters to Clients? Their Money and Your Advice

Technology continues to dramatically change the financial advice business, enhancing the client-advisor relationship even further. It is the advice that clients want and are willing to pay for, and technology is what arms the advisor with the tools to justify their...
Strategic Partnerships Must Be In the Best Interest of All

Strategic Partnerships Must Be In the Best Interest of All

The idea of a strategic partnership is to combine and connect the expertise of two partners to expand both company’s reach.  The ultimate goal is to drive growth and to cope with rising competition. Strategic partnerships also enable access to new markets and...