Rich Cancro

Amanda Steinberg, Michelle Smith cite a robust API and institutional platform from industry-leading FinTech firm known for its modern solutions and RoboDNA

DailyWorth CEO Amanda Steinberg and Source Financial Advisors CEO Michelle Smith, CDFA™ recently announced that they have joined forces to establish WorthFM (Worth Financial Management), an online investment firm tailored for women.

Integrated Wealth Management Platform Continues to Transform the Business Model for Financial Advisors

Vanare | NestEgg today announced the rollout of their newest feature, Spark, an online account opening product that supports 14 different account types, including individual, joint, IRA and trust accounts. This is the latest in a series of ongoing enhancements to the fully integrated wealth management technology platform built on Roboadvisor DNA.

Open Access to Vanare Platform Empowering Financial Institutions Customized Apps and Workflows

Vanare | NestEgg continues to enhance its wealth management technology platform built on Roboadvisor DNA, with the release of Synapse, a new product developed for financial advisors. Vanare’s RESTful application programming interface (API) provides a simple, flexible and scalable solution for firms looking to offer a digital experience for their prospects and clients.