Our focus has been on building automation that's actually easy to deploy and use, so finance and accounts payable teams ...

Jump raises $80 million in Series B funding to build an AI operating system for financial advisors and accelerate platform growth.

As independent advisors across the US contend with a growing array of technology and investment choices, Andree Mohr, president of Integrated Partners, is calling for a renewed focus on simplification ...

AUBURN, Calif.--(BUSINESS WIRE)--Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced a ...

Advisors spend a lot of time selecting and managing their technology tools to deliver for their clients. But clients don't hire advisors for their tech; they hire them for their financial expertise — ...

Scott MacKillop, the turnkey asset management platform pioneer who left GeoWealth earlier this year, has joined the board of WealthTech Strategy Partners as a senior advisor focused on building out ...