April 17, 2019

Envestnet and INVENT Team Up to Serve Enterprise Clients

Invent.us (INVENT), a software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a new strategic partnership for […]
April 9, 2019

New Envestnet Credit Exchange Integrates Lending Solutions into Advisors’ Wealth Management Practices

Envestnet introduced the Envestnet Credit Exchange, a program that integrates lending solutions into the wealth management process on the Envestnet platform. Envestnet has partnered with Advisor […]
March 28, 2019

OS33 Enters Into Cybersecurity Partnership with Financial Services Institute (FSI)

Workplace by OS33 has joined alongside Pershing, Fidelity and Broadridge as an Ambassador Sponsor of FSI. In addition, Workplace by OS33 has agreed to be an […]
March 19, 2019

ATA RiskStation™ Now Available on Fusion Capital Management Turnkey Asset Management Platform

ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset […]
February 22, 2019

Schwab Performance Technologies® to Sell PortfolioCenter® to Envestnet | Tamarac

Envestnet | Tamarac announced that Tamarac has agreed to acquire PortfolioCenter, Schwab Performance Technologies’ portfolio management and reporting technology solution for independent registered investment advisers (RIAs). […]
February 20, 2019

Shareholders Service Group and Portfolio Pathway Announce New Partnership to Deliver Cloud-Based Portfolio Reporting Suite

Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
February 12, 2019

LPL Financial Launches New Goals-Based Tool in Ongoing Development of Fully Integrated ClientWorks Connected

LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced the launch of Client Goals, a new goals-based tool within ClientWorks that enables […]
January 31, 2019

2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now

Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
January 31, 2019

AdvisorEngine Announces Expansive Integration with BNY Mellon’s Pershing

AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration […]
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