Robos & Wealth Archives • DigiBanker

Bento Engine utilizes CRM based alerts to provide advisors and their clients with financial advice targeted to specific ages

November 22, 2022 // by Finnovate

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Lloyds trials personalised monthly limits on gambling spend

November 22, 2022 // by Finnovate

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Squirro’s app directly delivers the latest allocation strategy information to asset managers

November 15, 2022 // by Finnovate

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Bento Engine offers a “Life Events” data service to financial advisors on milestones of customers

October 27, 2022 // by Finnovate

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Franklin Templeton to offer a unified framework that includes investment advice, tax planning, tax location, Social Security and income sourcing

October 13, 2022 // by Finnovate

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Advisors can have their performance graded for free with new Envestnet, Aite-Novarica tool

October 13, 2022 // by Finnovate

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Bambu offers Wealth predictive planning for MS Cloud for Fin. Services and MS Dynamics 365 Sales

September 20, 2022 // by Finnovate

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Morgan Stanley at Work unveils participant aggregation platform to create a seamless experience for plan advisors

September 8, 2022 // by Finnovate

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Intuit enables tax professionals to offer retirement planning and other insights

August 31, 2022 // by Finnovate

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Black and Hispanic Americans prefer to take more control over their investments and are driven by purpose: J.P. Morgan study

August 24, 2022 // by Finnovate

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