May 2, 2019

Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides […]
April 26, 2019

TradePMR Launches Augmented Reality Technology For Advisor Recruitment

TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, […]
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 […]