What’s Your Client’s ROI? New Tech Tool Adds up the Score
Redtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
Morningstar, Redtail Partner on Enhanced User Interface
Redtail Technology is integrating Morningstar’s proprietary research on its platform.
Tech Execs Look to the Future: TD Ameritrade Conference
A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.
Your Silver Bullet
At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.
At FPA San Diego, Technology Roundtable Says Integration Has Arrived
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.