May 14, 2019

TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
May 13, 2019

Industry Veterans Launch New Portfolio Rebalancing Software AdvisorPeak

Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]
May 10, 2019

IFP Selects AdvisorEngine to Power New Digital Wealth Experience and WisdomTree to Provide Investment Solutions

Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting, announced that it has entered into […]
May 9, 2019

Junxure Announces Deep Integrations with Orion, Constant Contact and MyRepChat

AdvisorEngine announced that its wholly-owned subsidiary, CRM Software Inc., known as Junxure, is deploying integrations with Orion Advisor Services, Constant Contact and MyRepChat. These integrations will power advisory firms’ marketing and communication […]
May 8, 2019

Morningstar Launches Model Marketplace Integrated with Morningstar Office Cloud

Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
May 7, 2019

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

Jemstep, a leading digital advice solutions provider, announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. Jemstep […]
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 23, 2019

There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
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 […]