Wealth Tech Company InvestCloud Launches AI-Enabled Solutions Aimed at Financial Advisers
The company intends to create a new generation of offerings to improve advisers’ productivity.
Tag: wealth management platform
Matching a Wealth Platform to a Firm’s Business Model
The CEO of the Oasis Group cautions against being swayed by flashy features
In Evolving Industry, 3Nickels Embraces App-Based Planning Approach
The scalable advisory solution from GuidedChoice has two tiers—one free and the other paid—through which a client’s financial picture can...
Rebalance Offers Personalized 401(k) Products to Small Businesses
The firm will also assume the role of investment adviser to the plan, and therefore accept most of the fiduciary responsibilities as well.
Envestnet Enhances Wealth Management Program
Adviser/client communication capabilities have been improved, as well as the ability for clients to look at their complete financial picture.