The platform also integrates well with other financial planning tools like eMoney Advisor, Redtail, RightCapital, and Wealthbox. 15 In addition, the platform supports customizable templates, allowing ...

The use of mobile applications, a type of software that runs on a mobile device and is known quite simply as an app, has exploded into the financial advice arena, with advisors’ customers of tomorrow ...

ORMOND BEACH, Fla.--(BUSINESS WIRE)--Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, today announced two platform enhancements designed to deliver AI-driven campaign ...

Managing your finances effectively doesn’t have to be overwhelming. Financial wellness apps simplify essential money tasks like budgeting and investing, helping you take control of your financial ...