Wealth management platform provider Addepar announced new integrations with three financial planning software packages. The new partners include two tech vendors popular with financial advisors: eMoney Advisor and Envestnet MoneyGuide. The third, Libretto, is better known in the family office space.

AdvicePay, the only financial planning fee-for-service billing and payment platform designed exclusively for financial advisors, announced the launch of a new fee calculator that simply and easily calculates the amount of fees that are due based on various client-fee schedules and scenarios, while automatically creating accompanying invoices for compliance purposes and to implement the actual billing process.

Vasyl Soloshchuk is CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune and start-up robo-advisor and wealth management companies.

 

 

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