WM FinTech - FinTech

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FEBRUARY 2, 2019

TECHNOLOGY

T3: Walters' Latest Effort - Apprise Labs - Aims to "Humanize" Estate and Legacy Planning

Samuel Steinberger

New details about the joint venture between Envestnet, PIETech's MoneyGuidePro and eMoney founder Edmond Walters are sure to get the industry's attention.

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TECHNOLOGY

TDAI, cleverDome Partner to Protect Client Data

Davis Janowski and Samuel Steinberger

The partnership presents a new paradigm in security for protecting client data online.

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TECHNOLOGY

Longtime Rivals Form Apprise Labs With Help From Envestnet

Davis Janowski and Samuel Steinberger

Likely composed of code from, or at least the thinking behind, three longtime competing financial-planning companies, Apprise Labs will have an initial focus on estate planning and cash flow.

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TECHNOLOGY

T3: Riskalyze Cozies Up To Financial Planning, Invent.us Launches

Samuel Steinberger

The former CEO of Finance Logix officially launched a cloud-native software consulting firm, while Riskalyze debuted new Timeline feature.

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TECHNOLOGY

T3: Orion Announces Two Integrations, Plus New Features

Samuel Steinberger

Orion gave advisors an idea of what's new, including an integration with Experian, ahead of its February release date.

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TECHNOLOGY

T3: Data Aggregator PCR Integrates With Schwab

Samuel Steinberger

Schwab wants to get away from binary file transfers, said Private Client Resources CEO Bob Miller, but adoption is a sticking point.

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TECHNOLOGY

T3: Pershing and AdvisorEngine Integrate, Support Paperless Onboarding

Samuel Steinberger

Shifting from a focus on proprietary processes to one of providing easy access to data helped Pershing expedite the integration with AdvisorEngine.

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