Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
TD Ameritrade Boosts Onboarding With Platform Upgrades
By Marlene SatterEight tech firms are integrating with the Veo One platform.
December 13, 2018
IFP Chooses BNY Mellon's Albridge for Wealth ReportingAlbridge Wealth Reporting allows advisors to present a complete view of all client assets, even those held away.
December 11, 2018
Envestnet Upgrades Platform to Enhance Client RelationshipsAn improved Yodlee user experience is among the announced enhancements.
December 11, 2018
Morgan Stanley Teams With Yext to Boost Advisor Search Traffic, Digital PresenceThe platform also syncs with AI-equipped voice assistants and chatbots that answer questions about advisors to prospects and clients.
December 10, 2018
SEC's Clayton Says Companies' Awareness of Cyber Threats Is GrowingCompanies are looking beyond cyberattack prevention to better protection and smarter collection of data, Clayton says.
December 06, 2018
Folio Rolls Out Robo Platform for Advisors, InvestorsThe technology allows for goals-based financial planning and specialized portfolio building.
December 05, 2018
TD Ameritrade Teams With WeChatTD Ameritrade will offer investor education, financial market updates and research to retail investors via the platform.
December 05, 2018
TD Ameritrade Launches Tech Awards With a TwistAt TDAI LINC, Innovation Quest will recognize, and help fund, apps that can "transform" RIAs' practices.