04/27/2023

Goalsetter teams with Envestnet

Financial advisors now have a greater responsibility to communicate the value of financial education to all generations, especially as there is currently a substantial generational wealth transfer taking place.

04/11/2023

Bankjoy Announces Integration with Fiserv Portico

In addition to the integration with Fiserv Portico, Bankjoy also supports out-of-the-box integrations with several third-party partners, including Allied Payments, Vertifi, UrbanFT, Savvy Money and more.