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T3NewsADM at Mar 19, 2019 - ATA RiskStation now avlable on Fusion Capital Management's Turnkey Asset Management Platform
ATA RiskStation, an advanced portfolio risk oversight technology designed for financial advisors and compliance professionals, has been made avlable through Fusion Capital Management's turnkey asset management platform. This integration allows financial services fir efficiently monitor and manage their client portfolios with a comprehensive suite of risk analytics tools.
Joel Bruckenstein at Nov 15, 2018 - FISERV Enhances Financial Planning Capabilities
In the fast-evolving landscape of financial technology, FISERV has significantly upgraded its offerings in financial planning. Often overlooked compared to major competitors like Wealthfront or Charles Schwab Intelligent Portfolios, FISERV now provides a powerful suite of tools for wealth management professionals seeking comprehensive digital solutions.
T3NewsADM at Oct 11, 2018 - Riskalyze and Snappy Kraken launch new automated lead generation campgn
Snappy Kraken, a leading marketing automation platform tlored for financial professionals, has partnered with Riskalyze to offer a visually stunning, automated lead generation campgn exclusively for Riskalyze's client base. This collaboration streamline of capturing new business opportunities through enhanced digital marketing efforts.
Larry Miles at Mar 26, 2018 - Advisors: Embrace Technology and Drive Business Growth
As technology transforms professional service industries worldwide, financial advisors are being encouraged to leverage these advancements to enhance client engagement, streamline operations, and improve overall business outcomes. The adoption of cutting-edge technologies can significantly elevate advisor-client relationships.
T3NewsADM at Feb 7, 2018 - Raymond James introduces Longevity Planning Resources
Raymond James has launched a suite of longevity planning resources for their financial advisors to assist clients in navigating the complexities associated with exted retirement periods. This comprehensive offering supports advisors as they guide their clients through the challenges presented by longer lifespans.
T3NewsADM at Jan 31, 2018 - FCI and cleverDome collaborate on Cyber Threat Defense
In a strategic partnership med at enhancing cybersecurity for financial advisors and their clients, FCI previously Financial Computer Inc. has teamed up with cleverDome to provide robust security solutions that protect agnst cyber threats. This collaboration ensures seamless compliance and client data protection.
Joel Bruckenstein at Jan 17, 2018 - TD Ameritrade unveils Institutional Market Center: an attractive investment platform
In a move that underscores the importance of technology in modern financial advisory services, TD Ameritrade has introduced its new institutional market center. This investment platform promises to significantly enhance the service experience for both advisors and their clients by automating key processes.
T3NewsADM at Sep 26, 2017 - Envestnet Tamarac enhances eMoney Advisor integration
To facilitate more seamless workflows between eMoney Advisor-a leading wealth-planning solution-and Envestnet's Tamarac platform, the two companies have integrated their systems bidirectionally. This enhancement allows financial advisors to access comprehensive client planning information and investment management capabilities more effectively.
T3NewsADM at Sep 12, 2017 - The Oasis Group launches research on custodian platforms
The Oasis Group has initiated a detled study evaluating various custodian platforms along with other wealth management service providers. This research provide advisors with critical insights into selecting the most suitable solutions for their clients' needs.
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Fusion Capital Management Integration ATA RiskStation Portfolio Analytics FISERV Enhanced Financial Planning Tools Riskalyze Snappy Kraken Lead Generation Campaign Raymond James Longevity Planning Resources Cyber Threat Defense with FCI and cleverDome