FinaMetrica merges with PlanPlus: Fintech updates for August 8, 2017
Here is your FPPad Bits and Bytes update for August 8, 2017.
FinaMetrica merges with PlanPlus
FinaMetrica announced its merger with PlanPlus, a Toronto-based financial planning software provider. Fo…
FPPad Bits and Bytes for January 27, 2017
CFPB Requests for Information: Consumer Access to Financial Records:
https://www.regulations.gov/document?D=CFPB-2016-0048-0001
This week’s update starts with a quiet, yet noteworthy escalation in th…
FPPad Bits and Bytes for January 20, 2017
In this week’s top advisor technology stories:
- Starburst Labs, the creators of Wealthbox CRM, raised $6.25 million in new capital
- The XY Planning Network inks an enterprise pricing deal with eMoney …
[AUDIO] FPPad Tech Tour: Rich Ellinger of Wealthminder
For our final stop in Washington DC, we connected with Rich Ellinger, founder of Wealthminder, in the shadow of the Washington Monument on the National Mall. Hear how Ellinger is using his background…
[AUDIO] FPPad Tech Tour: inStream Solutions
Our second stop in Washington DC is a visit with Alex Murguia and John Wotowicz of inStream Solutions. Hear how the need for a different approach to financial planning inside McLean Asset Management …