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Digital Domain
Transformative tech leaders in the wealth management space
We profile the solutions, strategies and experts that are redefining the intersection of technology and wealth management.
124 posts
FMG Acquires MyRepChat, Expanding Compliant Text Message Capabilities
Wealthtech Marketing SaaS Provider Acquires Text Messaging Platform In Strategic Ramp Up Of Integration, Automation And AI Features…
Buckle Up For Turbulence In Wealthtech
Like The Broader Tech Industry, Wealthtech Is Under Pressure To Perform More With Less Cash, So Be Wise…
Future Proof Brings An Authentic Rap Concert And Deep Industry Insights
Method Man And Redman’s Killer Show, Joe Duran’s RIA Minority Investments Venture, Q Wealth Partners’ Lounge For Canadian…
Future Proof Features Enhancements From Orion, Envestnet, Broadridge And More
Susan Theder On Advisor Marketing Priorities, Richard Lofgren On The Evolution Of Independence, Katie Bruner On Wealth Management…
Future Proof Kicks Off With Emotional Connections And Product Launches
Jamie Hopkins On Living With Purpose, Stephanie Bogan On Effective Leadership, Josh Brown And Brad Gerstner On $1,000…
SS&C Advent Black Diamond On Wealthtech’s Role in M&A Dealmaking
Jen Becher, Vice President Of Black Diamond Client Experience, Discusses Why The Wealthtech Provider Participated In The ECHELON…
CapIntel Launches Presentation Builder To Enhance Client Communication
Platform Enables Interactive Proposals With Embedded Materials To Increase Client Personalization And Education, Improve Advisor-Client Interactions Wealthtech firm…
Wealthtech Roundup: Advisor Circle, CapIntel, Snappy Kraken, BetaNXT And More
Advisor Circle Gears Up For Future Proof, CapIntel Launches Client Presentation Builder, GeoWealth And Halo Partner On Structured…
Snappy Kraken Launches AI-Powered Email Builder For Advisors
New Tool Provides Emails With Revised Headlines And Text, Brand-Consistent Images, And Call-To-Action Buttons To Drive Audience Follow-Through…
GeoWealth And Halo Partnership Provides RIAs Structured Notes In UMAs
Chicago-Based Fintech Firms Offer RIAs Access To Customizable Note Portfolios As Component Of UMAs, Along With Ability To…