The new agreement will make Addepar available to firms who see the value in delivering personalization for themselves and their clients and who are looking for a solution that can support them as they grow. Find details here.
Absolute Engagement – a leading global research and training firm focused on increasing client retention and referrals within the financial services industry – announced that Mike Reynolds joined the team as president. This move not only enhances the depth of expertise offered to Absolute Engagement clients, but also expands the growing team’s capabilities to help financial services firms and advisors deliver a differentiated client experience that drives significant profit and growth. Find details here.
Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its new partnership with Fiduciary Exchange, LLC (FIDx), a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to deliver annuity illustration and e-application sales capabilities within the Envestnet Insurance Exchange Platform, a wealth management platform.
Find details here.
Envestnet | Tamarac concluded its digital account-opening pilot with TD Ameritrade Institutional and Schwab Advisor Services, making the features available to the broad market, according to a company announcement. With the feature enabled, auto-populated client account information will now appear in the custodial platform, directly from Tamarac Reporting.
Find details here.Report
Wealth Managers and High-Net-Worth Clients Embrace Digitization
A new report from Forbes Insights and Temenos also found a majority of wealth managers saw attracting mass affluent clients as “highly important” for their practice. This report gives a look at the value of technology from the perspectives of both the wealth manager and the client.
Find details here.Contributed by Vasyl Soloshchuk, CEO and co-owner at INSART, FinTech & Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune and Startup Robo-advisor and Wealth Management companies in terms of the technology ecosystem.