Intelligence



TechLab

An Automated Marketing Platform that is a Step Ahead for Enterprise Wealth Firms

Tuesday, December 10 2019

AdvisorStream is advisor-centric FRESH content marketing that fits into an enterprise wealth firm’s marketing and compliance strategies. AdvisorStream’s automated marketing platform streams original content to advisor’s investor customers that is timely, relevant, and drawn from . . . Read More

AdvicePay: A Streamlined Billing and Payment Platform

Monday, December 9 2019

AdvicePay is on our COOL radar. An electronic billing/payment solution for the financial advice community, AdvicePay streamlines the investor-advisor and advisor-enterprise wealth fee-for-service payment flow headaches. No more paper checks. No more credit card management. . . . Read More

Is Envision’s FundKeeper Changing the Conversation on Mutual Fund Direct?

Monday, July 23 2018

Is a cheaper, simpler, and cleaner solution to processing direct mutual fund transactions emerging from the shadows after years of dispassion? It just may be. Envision’s Fundkeeper Solution has materialized, and it is delivering correspondent . . . Read More

FinMason: Changing the Conversation on Data Analytics for Retail Wealth Management Firms

Wednesday, May 30 2018

For the past two years, we have been observing the fintech firm FinMason.  Since opening its doors, the Boston based firm has developed an institutional grade investment analytics engine. The engine, named The Algonath, agnostically . . . Read More