investment management

December 13, 2019

SEI Launches Developer Portal

SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
October 25, 2019

Dave Shindel, CEO & General Partner of United Planners Passes Away at Age 65

Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
September 26, 2019

Oranj Launches Real-Time Notifications on its Wealth Management Platform for Financial Advisors

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
July 24, 2018

Digital Financial Planning Advice Powered by Advizr will Strengthen Fiduciary Trust Company’s Offerings

Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announced a collaboration with Advizr, a provider of next-generation profiling, advisory […]