The November 2023 edition of the latest in financial #AdvisorTech kicks off with the news that Practice Intel has launched a new “growth platform” centered around quantifying the quality of an advisor’s client relationships with an all-in Relationship Quality Index, which while potentially valuable in helping advisors understand and...
The October 2023 edition of the latest in financial #AdvisorTech kicks off with the news that custodial platform Altruist is eliminating the $1-per-account monthly fee for its portfolio management and reporting technology for advisors on its platform. On one hand, that suggests that the economies of scale Altruist has...
The September 2023 issue of the latest in financial #AdvisorTech kicks off with the news that WiserAdvisor, one of the longest-running lead generation services in the industry, has acquired IndyFin, a startup advisor rating platform that had aspired to be the “Yelp for Advisors.” On the one hand, that...