Davis Janowski

Advyzon is building financial planning and hires two industry veterans to help; RedBlack adds cash management; and F2 makes an acquisition.

Funding will go toward additional development beyond note-taking and meeting features, and toward additional workflow automation and other tools.

RIAs face ongoing cybersecurity challenges. New assessment tool reveals vulnerabilities in financial advisory firms’ digital defenses

In this week's tech roundup, Snowflake wins a Morgan Stanley accolade, Snappy Kraken launches an AUM dashboard, Bill Altman joins World Investment Advisors

Technology managers wrestle with the challenges of AI, data management and cybersecurity.

SigFig rebrands as Tandems and introduces an AI-native wealth operating system for financial advisors, focusing on streamlining administrative tasks

Tech news from Orion and Zocks, Grantd gets funding, YCharts and eMoney integration and Canoe Intelligence launches Canoe Labs

Ryan Beach has left his role as CEO of advisor technology consultancy F2 Strategy to join the global wealth management platform provider FNZ.

Pontera and Manulife John Hancock Retirement to collaborate on advisor access to manage held-away retirement accounts.

Pageport, the startup behind it, has raised $3.3M in seed funding and has rolled out its first three AI agents.