Posts

June 15, 2018

AdvisorEngine Technology Re-Architecture Provides Immediate Benefits for Financial Firms, Advisors and Their Clients

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
June 13, 2018

TCA by E*TRADE Enhances Its Digital Custody Platform with IncomeConductor Suite of Solutions for RIAs

TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with […]
June 7, 2018

AdvisorEngine Unveils New Visual Identity and Website for Junxure CRM Product, Continues Company Evolution

AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
June 5, 2018

Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360®

Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
June 4, 2018

cleverDome Members to Receive Free Vendor Risk Management Due Diligence via 3PAS Global

cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]
May 30, 2018

Vestmark Launches Model Trading Service for IBDs, RIAs, Banks and their Clients

Vestmark, a leading provider of portfolio management software and services, has announced the launch of its Model Trading Service (MTS): model management, trading, rebalancing and account […]
May 23, 2018

Morningstar Unveils New Competitive Intelligence Tool

Morningstar, Inc. a leading provider of independent investment research, has announced the release of Investor Pulse, a business intelligence tool that delivers actionable insights, predictive analytics […]
May 21, 2018

TradePMR Updates Fusion and Earnwise Platforms, Celebrates 20th Anniversary at Annual Conference

TradePMR, a custodial-services provider to registered investment advisors (RIAs), has announced updates to their award-winning1 Fusion platform and their mobile-first platform Earnwise. The updates, including drift features […]
May 8, 2018

Schwab Creates New Digital Accelerator Program to Better Serve Investors

Schwab is expanding its technical talent pool in both Austin and San Francisco and will be identifying dedicated real estate in Q2 and Q3 2018 to […]
May 3, 2018

Complect: Bringing the Gig Economy to Compliance

If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
//]]>