AdvisorTech

Altruist Raises $152M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025) – Go Health Pro

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Altruist Raises 2M To Compete With “Big 2” RIA Custodians (And More Of The Latest In Financial #AdvisorTech – May 2025) – Go Health Pro

Welcome to the May 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Altruist has announced a $152 million fundraising … Read more

Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – April 2025) – Go Health Pro

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Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – April 2025) – Go Health Pro

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Wealthbox has announced it is planning to … Read more

Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

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Wealthbox’s Upcoming Built-In AI Meeting Notes Tool Signals Competition For Standalone Providers (And More Of The Latest In Financial #AdvisorTech – April 2025) – Go Health Pro

Welcome to the April 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Wealthbox has announced it is planning to … Read more

Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025) – Go Health Pro

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Morningstar Office will be shutting down in … Read more

Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025) – Go Health Pro

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Holistiplan’s Fee Increase Sparks Competition From FP Alpha And RightCapital (And More Of The Latest In Financial #AdvisorTech – February 2025) – Go Health Pro

Welcome to the February 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that FP Alpha has released its tax return … Read more