More Time, More Money Through Technology

FinTech continues to advance, creating more efficiencies for automated business processes. Gone are the days of manually crunching numbers since emerging software can now do everything from portfolio management, reporting, trading, rebalancing, etc. Technology not only helps advisors to compete in the advice business but manage their businesses more efficiently. Not only do advisors benefit…

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AssetBook Enhances Portfolio Reporting for Financial Advisors

BALTIMORE, Aug. 10, 2020 /PRNewswire/ — AssetBook announced the release today of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology component for…

Window Shopping or Building Your Tech Stack: 5 Key Considerations Before You Buy

Improving productivity through swapping out your old technology for a more enhanced solution is critical to any business. Working as a financial advisor is extremely competitive, making a technology-driven business model a necessity for survival. All advisors must look for WealthTech solutions that enhance their productivity, thus saving time and money. In an industry experiencing…