Welcome to the news highlights of this week.

What’s going on:

- Wealthify reinforces its leadership team with three new appointments.

- Atria digs deeper into independent wealth management.

- Zoho sees Wealthtech as a potential new area of expansion.

- Estancia teams up with InvestorCOM.

- Industry leaders share tips on how to create better tech for advisors.

- J.D. Power reveals the top fifteen wealth managers providing the best digital experience.

Let’s take a better look at what happened.

Daniel Reibsamen is CTO at Guidance Residential — a provider of exclusive Muslim-tailored home financing options. With his primary task being to take the company national and digital, he dedicated 10 years to Guidance Residential and continues to push the limits. Daniel’s main goal is for the clients to get access to the technology that all the large banks have, just the way they need it.

We find ourselves switching between online and offline, now mostly able to combine the two as we please. Navigating clients’ financial matters requires both, too, so having the right tools is leveling up your positions in the market. Below, we offer our picks from the array of platforms and instruments for financial advising and wealth management. See what Fintech has on offer, find an app for yourself, or decide how to gauge your product to serve your clients best.