Vasyl Soloshchuk

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Covisum: Comprehensive Retirement Income Planning Portal

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The company's software allows RIAs to see the impact of different decisions within a client’s financial plan.

Wealthtech Week In Review: LPL Financial, Ladenburg Thalmann, HiddenLevers

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AGF Management chooses HiddenLevers to boost its portfolio stress testing and risk analytics efforts.

YCharts: Data Research Platform For The Modern Advisor

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Advisors can use YCharts to show trends and performances to bring insights into their message.

Wealthtech Week In Review: Apex Clearing, Envestnet, Moody’s Analytics

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Apex Clearing reports on the top 100 stocks owned by a subset of millennials.

Wealthtech Week In Review: Chalice, Northern Trust, AdvicePay

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Chalice launches Reg BI platform, Northern Trust buys advisor, Moody's buys risk analytics firm, and more.

Advisors Can Use Data To Provide Clients With Early Warnings Of Life Events

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Advisors can now use AI and CRM systems to warn clients of the chances a life event will occur and cost them money.

Wealthtech Week In Review: Betterment, Envestnet, MoneyLion, DriveWealth

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Envestnet's MoneyGuide improves tool for attracting clients.

Artificial Intelligence In Fintech—No Longer Just Hype

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What are the advantages of AI? How can financial advisors benefit from using AI tools?

Wealthtech Week In Review: Advisor Group, DriveWealth, TradingScreen, Mercer

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Advisor Group launches cybersecurity platform; DriveWealth offers retirement savings accounts for freelancers.

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