Oct 14, 2025 · RightCapital Introduces Tool To Help Advisors Leave Competitor eMoney Advisor The new OCR tool scans PDF plans from the competitor and inputs data into RightCapital.

Dec 24, 2024 · 2025 Outlook Q&A: The Evolution of AI in Wealth Management Our tech columnist catches up with Haik Sahakyan, co-founder and CEO of ARQA.

Sep 16, 2024 · Moneytree Software, a Muncie, Ind.-based company owned by software developer Accutech Systems Corporation, has released new versions of its financial planning tools that are built …

May 28, 2025 · Commonwealth Financial Network provides discounted access to Zocks AI notetaking technology for its 2,900 independent advisors, with enterprise-level features.

Jan 24, 2024 · Financial advisor use of both tax planning and estate planning software spiked dramatically over the past two years. That was among the more notable takeaways in the T3/Inside …

Apr 10, 2025 · The Kitces FinTech Map has grown from 189 to 551 companies in just seven years, showcasing the shift in advisor value propositions and emerging tech categories.

Mar 1, 2024 · Goldman Sachs Advisor Solutions continues to build out its tech stack and overall offering for RIAs, as it comes off its best month ever in terms of asset gathering.

Mar 11, 2025 · Docupace has bolstered its RIA software services by acquiring startup Hubly, a workflow and operations platform that syncs with advisors’ CRMs.

Mar 17, 2025 · Two executives at Ritholtz Wealth Management, a registered investment advisor with $5 billion in client assets, have launched Exhibit A, a platform that provides financial advisors with …

Jun 10, 2024 · AI Startup for Advisors Jump Announces $4.6M in Funding The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan …