integration

As planners show growing interest in wanting to pick and choose parts of different technology systems, IRESS has...

Class has announced a new data feed integration with XPLAN to enable advises, accountants and clients to share a...

Two years after emerging out of UBS Wealth Management, Crestone attributes its success to being an advice-only...

Risk tolerance assessment tool provider, FinaMetrica, and cloud-based system provider, AdviserLogic, have...

Legal document provider Topdocs has extended the tools it is now providing via BGL’s compliance software.

Suitebox has integrated with XPLAN to help increase client engagement through video capability.

FOFA reforms were never intended to address the issues that emerged out of vertically integrated advice businesses...

Financial software provider Rubik Financial has extended its partnership with Temenos in a bid to overhaul its...