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    • The latest in financial #AdviserTech — May 2022

    May 17, 2022 by Michael Kitces

    This month’s #AdviserTech roundup looks at Orion’s acquisition of Redtail CRM, Advyzon’s launch of its Quantum Rebalancer, RightCapital’s new one-page Financial Plan Snapshot and Vanguard’s partnering with American Express. 

    Click HERE to read the full story via InvestmentNews

    Originally Posted at InvestmentNews on May 16, 2022 by Michael Kitces.

    Categories: Industry Articles
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