Timelineapp Tech Limited (Timeline) and Seven Investment Management (7IM) announced an integration partnership that will give 7IM advisers the ability to capture data, such as client details and account holdings, and easily integrate it into the Timeline platform.

Oranj announced that Liberty One Investment Management, a solution-focused third-party asset manager, has joined the growing list of best-in-class asset managers who have made their solution available on the free to low-cost Oranj platform.  

​Throughout history, society has gone through pandemics, times of social unrest and stock market volatility, which create uncertainty in planning for the future. One thing remains true: having a comprehensive wealth plan based upon a person’s goals, values and best interests that they can stick to during times of instability is paramount. To help educate Northeast Ohio area residents on creating a retirement plan, Fidato Wealth, an independently owned and operated fiduciary financial advisory firm located in Middleburg Heights, announced an online continuing education course, scheduled to begin later this month.

Timelineapp Tech Limited (Timeline) announced the launch of their new U.S. tax feature on the Timeline platform, which will allow taxes to be calculated automatically using U.S. Federal income tax brackets. Before this, Financial Planners and Registered Investment Advisors (RIAs) had to enter the information manually for each investment account.

​Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFin™ advanced fee billing solution.