Back in 1940 when the first RIAs were established, there was no such thing as computers, or account management software, much less an RIA tech stack. These days, companies like RIAs are fortunate to ...

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers ...

First Interstate BancSystem Inc. is joining the growing pack of banks and brokerage firms that use online account aggregation technology, which lets customers log on to a single screen to access data ...

TradePMR Inc., a small, privately held brokerage firm located in Gainesville, Florida, is holding its annual user’s conference this week. To drum up some buzz in conjunction with the show, today it ...

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s ...

This slick service comes courtesy of account aggregation, a state-of-the-art technology that burst onto the financial services scene in 1998 with all the hype and fanfare of the then-raging Internet.

For example, software (e.g., an application) may provide financial management services by tracking the user’s financial behaviors across multiple accounts. To track the users’ financial behavior, the ...