Advisors can now build their own personal financial planning platform for clients via a big data-driven update to Envestnet | Yodlee. Envestnet | Yodlee announced on Wednesday Insights Solutions ...

Quility Financial Advisors is powered by Solomon API, which provides its proprietary advanced portfolio intellect for investment management.

Quility Financial Advisors is powered by Solomon API, which provides its proprietary advanced portfolio intellect for investment management.

In the recent 2020 Fidelity Financial Advisor Community COVID Series -- Technology Study of more than 300 advisors, more than half of the respondents reported working with at least 6 third-party ...

Tweet this “At eMoney, we’re leading the charge in adapting API-based aggregation to create more stable and secure connections — a common pain point for advisors.

API Funds is focusing on building advisor tools with a new alliance. The Lynchburg, VA-based firm has hired Suasion Resources, a specialized marketing consulting firm that focuses solely on the ...

Quility Financial Advisors is powered by Solomon API, which provides its proprietary advanced portfolio intellect for investment management.