Blog Archives

Oranj Adds Turnkey Managed Portfolios to its Model Marketplace for Financial Advisors

6/23/2020

Oranj announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available on the free to low-cost Oranj platform.

Timeline Announces Integration with Seven Investment Management

6/18/2020

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 Brings Individual Equity Allocation Solution to its Model Marketplace for Financial Advisors

6/13/2020

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.

Fidato Wealth Announces Online Interactive Retirement Planning Course

6/11/2020

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 Announces New U.S. Tax Feature

6/10/2020

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’s BillFin™ Now Available on the SSG Platform

6/4/2020

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.