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~ Cloud-native technology platform short-listed for the highly competitive Technology Innovation category for the launch of the INVENT Platform in the prestigious #Wealthies Awards June…
A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference. The 2020 Technology Tools for Today (T3) conference kicked off…
Advisors will find new goodies on their platforms as IBDs and national RIAs look to expand their offerings. The stakes were high for all parties at…
A conversation with Lynch, Hwang, Miller, Pinsker, Schwantz, Tishkevich and Volpe
~ Cloud-native technology platform recognized for its tremendous impact in transforming the wealth management technology industry September 18, 2019. Seattle, WA. INVENT.us, an innovative software…
Fintech providers and RIAs looked into the future and found that data is key to building a better business for advisors during a Wealth Management…
