Redtail Speak automatically keeps advisors in compliance if they want to exchange text messages with clients, the company says.
The platform gives advisors and their clients access to more than 16,000 funds.
Advisors can offer a private label robo-advisor to their clients or automate their traditional business.
Retail robo-platforms from E*Trade and Fidelity are just two examples of how the investment game is changing.
Custodians are rising to the technology challenge as anxious advisors look for help to compete.
This annuity provider beats its competitors in delivering helpful technology to advisors, but it should do more.
Trade-PMR’s new custodial platform is impressively flexible and easy to use.
FinFolio’s client reporting system is a significant leap forward.
That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.
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