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Research and Analysis
15 December 2020

Copytalk: Unlimited Secure Mobile Transcription

Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency.
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Research and Analysis
3 November 2020

Mobile Assistant: Easy, Intuitive Way of Capturing The Dictation From Advisors

Mobile Assistant combines cutting-edge technology with the human touch, to deliver the highest quality dictation service to the financial and insurance industries.
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Research and Analysis
13 October 2020

Assurant: Next Generation Relationships Through Identity Theft Protection

Assurant, Inc. (NYSE: AIZ) is a global provider of risk management solutions, protecting where consumers live and the goods they buy.
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Research and Analysis
6 October 2020

When Financial Technology Partners With Compliance. GeoWealth and Foreside Interview

GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.
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Research and Analysis
29 September 2020

401GO: Focusing on Saving and Planning Instead of Fear and Angst

Operator of record keeping and administration services intended to offer 401k and other retirement plans.
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Research and Analysis
16 July 2020

Twenty Over Ten: How to conduct business as usual when life is anything but usual?

Twenty Over Ten is a digital marketing platform for the modern advisor.
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Research and Analysis
11 June 2020

The Tesla of Planning: NewRetirement

NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.
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Research and Analysis
19 May 2020

InvestorCOM: Why Wealth Management Needs RegTech

InvestorCOM is a provider of regulatory compliance software and communications solutions.
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Research and Analysis
12 May 2020

Docupace: New Solutions and Integrations to Reduce Clients’ Overhead and Increase Productivity

Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
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Research and Analysis
14 January 2020

Customization vs. Control in Wealth Management: MyVest and F2 Strategy Research Project

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
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