Jemstep is transforming the way advisors run their businesses through an automated client engagement, onboarding and service platform. With compelling functionality that includes a free online portfolio analysis, the advisors website are transformed into a highly interactive and engaging portal to start a financial conversation and enroll clients online.
Supporting more than 30,000 advisors, representing more than three million end-investors, and servicing more than $1 trillion in assets across its platforms, intelliflo has delivered …
With Intelliflo, the insurance giant hopes to expand agents’ ability to offer wealth management and financial planning.
Invesco is to consolidate five disparate software businesses acquired over the past few years into a single financial advisory technology unit, Inteliflo.
Citizens Bank and Citigroup are among the financial institutions that keep plugging away at a service that has gained little traction among customers.
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Photo by Skitterphoto from Pexels Citi Wealth Builder is the latest addition to the world of digital investing platforms. Launched by Citi this week, the …
Citi announced on Thursday the launch of its new tool Citi Wealth Builder, which is described as a digital investing platform with professionally managed portfolios …
Citi's consumer business has introduced a digital wealth investment tool for clients with as little as $1500 to invest.
“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.