Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.
Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’
