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Research and Analysis
6 September 2018

FutureAdvisor: Plan for Your Future Intelligently

FutureAdvisor is an investment advisory firm serving clients nationwide.
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Research and Analysis
4 September 2018

Blaze Portfolio: The Definition of Streamlined Electronic Trading

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
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Research and Analysis
30 August 2018

M1 Finance: Graphic Personalized Portfolio for Do-it-yourself Investors

M1 Finance is an automated investing platform providing highly customizable strategy management with a great digital interface for free.
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Research and Analysis
28 August 2018

Albridge: The Next Generation of Data Excellence

BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
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Research and Analysis
14 August 2018

wikifolio.com: Not Advice, but Orientation for Investors

Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.
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Research and Analysis
9 August 2018

ActiveAllocator: Digital Asset Allocation Platform with Technology-Enabled Customized Advice

ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
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Research and Analysis
2 August 2018

Hydrogen’s REST APIs: Sophisticated FinTech Apps Made Simple

The Hydrogen platform features powerful REST APIs with modules built for fintech.
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Research and Analysis
26 July 2018

Smartleaf: Automating Rebalancing to Empower Financial Advisors

Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
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Research and Analysis
24 July 2018

Emotomy: Value Delivery Chain from A to Z

Emotomy is helping financial advisors build, manage and market their own investment strategies.
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Research and Analysis
10 July 2018

Advisor Innovation Labs: A New Approach to Financial Services

AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
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