FinTech
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FinTech Report FinTech
 

March 11, 2016

Salesforce’s Wealth Management CRM Goes Live

Ryan W. Neal

The San Francisco tech giant is making a big play for financial advisors with its first industry-specific product.

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Betterment Announces Account Aggregator

Ryan W. Neal

The company says aggregation will improve its ability to deliver automated advice.

FULL ARTICLE


Symphony Financial Messaging Set for Wide Rollout This Year - Goldman

Reuters

Symphony, the WhatsApp for the financial world, will significantly increase its user base this year at major institutions including a top asset manager, shareholder Goldman Sachs said.

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WEALTH MANAGEMENT WIRE

The end may be near for the Wealthfront as the big boys are close to knocking the upstarts out of the fight.

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