May 2, 2017

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]
January 26, 2017

Financial Firms Use Robo Technology to Complement Existing Service Models (Vestmark Poll)

Vestmark, a leading provider of Unified Wealth Management® solutions, recently sponsored a Webinar which, through, the use of live polling revealed some interesting industry sentiment on […]
October 20, 2016

Vestmark Unveils Robo-Advice Platform

Vestmark, a leading provider of Unified Wealth Management® solutions, announced today the VestmarkONE Robo Solution, which is designed to empower digitally augmented advisors. Already serving as […]
April 25, 2016

Wilshire Launches Wealth Management Platform

Unified Managed Account Solution Combines Wilshire’s Institutional Research Expertise with Vestmark’s Market Leading Technology and Services Wilshire Funds Management, a business unit of the global investment […]
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