Quick Summary ・Wealth management services for high-income earners ・Net worth tracking dashboard pulls in all of your financial information ・Multiple fee options, including fixed, hourly, and ...

Meet Finary, a new French startup that wants to change how you manage your savings, investments, mortgage, real estate assets and cryptocurrencies. The company lets you aggregate all your accounts ...

430 clients participated in the product design process, resulting in a growing library of readymade, role-specific ‘visualization templates' that each user can customize Purpose-built dashboards equip ...

Advisor Group announced Thursday the rollout of its new eQuipt Dashboard just ahead of the SEC’s Regulation Best Interest going into effect on June 30. The new Dashboard features have been added ...

NEW YORK--(BUSINESS WIRE)--Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, ...

Riskalyze, the company that offers risk assessment and alignment with client portfolios, has created a wealth management dashboard that links the company's three services: risk, a robo-adviser and ...