- AdvicePay announced a technology integration with Envestnet | MoneyGuide.
- ParameterInsights has published a report on changes in the wealth management industry.
- Levelset released its list of the top 20 best-paying large contractors for the first half of 2020.
- SmartAsset’s CEO, Michael Carvin, was named one of the Top 50 Financial Technology CEOs of 2020.
- Twenty Over Ten announced a line-up of updates to its Lead Pilot tool.
- Levelset released its list of the top 20 best-paying large contractors for the first half of 2020.
- Axos Financial will host a conference call to discuss its financial results.
- Sezzle e-commerce platform soared in transaction volume and revenue during the spring months.
- Riskalyze took a Paycheck Protection Program loan.
- Morningstar, Inc. completes acquisition of Sustainalytics.
AdvicePay
AdvicePay announced a technology integration with financial planning software provider, Envestnet | MoneyGuide. Through a single-sign-on integration, advisors using MoneyGuide will be able to access AdvicePay directly to initiate the billing process for financial planning work they have completed, are in process with, or are just beginning the client relationship.
ParameterInsights
ParameterInsights has published the first installment in what is their most comprehensive consumer and supplier side data and insights for the rapidly evolving wealth management industry.
SmartAsset
SmartAsset announced that its Founder and CEO, Michael Carvin, has been named one of the Top 50 Financial Technology CEOs of 2020 by The Financial Technology Report.
Twenty Over Ten
Twenty Over Ten, a SaaS company, announced a line-up of updates to its Lead Pilot tool to help advisory businesses improve their inbound marketing efforts. These new additions will enable financial advisors to better manage their content and communications.