Integrating Morningstar's Direct Advisory Suite and ByAllAccounts creates a seamless experience for financial advisors by consolidating data from multiple sources, enabling efficient workflow and ...

PreciseFP and Holistiplan, two prominent players in the planning fintech space, have forged an alliance to help ease the notoriously irksome process of tax data collection for financial advisors. The ...

NEW YORK--(BUSINESS WIRE)--Syntax Data, a leading provider of direct indexing technology, today announced a collaboration with TradePMR, a leading brokerage and custodian services provider for ...

Brighton Jones Partners, an RIA based in Seattle, is rolling out a new data management system for advisors through a partnership with Summit Wealth, the firms announced today. The system will allow ...

A robust generative AI platform with the needed underpinnings around data and human capital enables benefit consultants to provide new and deeper answers and insights into the challenges the industry ...