Fidelity Adds New Self-Service Capabilities In Its Open Architecture Digital Store, Integration Xchange
Fidelity announced that Integration Xchange is rolling out self-service functionality to help wealth management firms to test, deploy and manage technology platforms. With Integration Xchange, firms can explore a range of integration options in a single location to develop technology platforms that help them streamline business processes and workflows.
Skience 12.0 Launches Household-Level, Multi-Account Opening Functionality For Advisors
Skience announced version 12.0 of the its platform, which includes functionality enabling advisors to open multiple new accounts for households and deliver all required forms to their clients in one electronic signature experience. The new account opening process is available for all the major clearing and custody providers and is launched directly from the advisor’s CRM.
Whealthcare Planning Names Kevin Ruth As Interim CEO
Whealthcare Planning announced today that Kevin Ruth is joining the company. Ruth was most recently head of wealth planning and personal at Fidelity Investments and Fidelity Private Wealth Management.
Altfest Launches AI-Driven Advisor Technology
FP Alpha was launched during the conference by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is a wealth management platform that utilizes artificial intelligence (AI).
Orion Rolls Out New User Interface
Orion Advisor announced the new Orion Connect experience, a reimagined user interface, at the conference. The new experience blends Orion’s core app-centric model for grouping essential capabilities with a flexible dashboard-based layout.