Wealthica Financial Technology Inc., Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Advisor version—a powerful new solution ...

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In a world where financial management demands precision, reliability, and efficiency, selecting the right digital partner can make all the difference. Whether you’re managing personal finances or ...

Goldman Sachs CEO David Solomon joined JPMorgan's Jamie Dimon in a tie atop the executive compensation rankings for the industry's largest publicly traded firms.

Wealth.com, the leading digital estate planning platform for financial advisors, today announced a strategic integration with eMoney Advisor, a leading provider of technology solutions and services ...

Her Finances today announced the launch of its groundbreaking financial platform designed to empower high-net-worth women as they navigate significant life changes—particularly divorce or ...

Today, Aspirational Wealth Management has over $100 million in AUM. One of Villicana’s long-time clients worked as a chief financial officer ... vision with a live dashboard in Advisor Workstation.

A newer feature is Simplifi’s investments dashboard that offers a ... you’ll pay a high 0.89% management fee for wealth management support from a financial advisor — a feature that’s ...