Mar 12, 2020 | Fintech News
The Heisenberg wrote: The Dow fell into a bear market (at least intraday) on Wednesday, another session that found the benchmark down more than a 1,000 points.This “yo-yo” price action is not as inexplicable as it seems, and regular readers are acutely...
Mar 6, 2020 | Fintech News
Totum expands its partner ecosystem with innovative rebalancing platform SALT LAKE CITY, Jan. 23, 2020 /PRNewswire/ — Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies...
Mar 6, 2020 | Fintech News
Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing Innovative integration equips AdvisorPeak users with dynamic asset location and unique rebalancing capabilities that improve and quantify investor and advisor outcomes February 18, 2020 09:30 AM...
Mar 4, 2020 | Fintech News
February 19, 2020 02:02 PM Eastern Standard Time SAN FRANCISCO–(BUSINESS WIRE)–StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding...
