Intelligence



TechLab

A Vendor Management Platform for Now!

Monday, March 23 2020

So, we all have new work environments. We are working at home and relying on our partners’ technology and services to be secure and deliver the contracted functionality. Yet, in this new world, how are enterprise wealth firms making sure these partners are keeping their end of the bargain? Why do I ask? Because vendor . . . Read More

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 over 30 respected publications including The Wall Street Journal, Barron’s, Forbes. And The New York Times, to name a few. . . . 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. My simplistic thinking is AdvicePay is the Venmo for Advisors and their enterprise wealth firms. Looking at the services that . . . 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 broker-dealers a new mutual fund clearing option. Let’s be honest, direct mutual fund transactions have always been a painful experience . . . 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 feeds enterprise wealth management platforms that build reporting in their image. Two years ago, I thought that FinMason fit into . . . Read More