August 11, 2020
Published by Joel Bruckenstein at August 11, 2020
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By Joel Bruckenstein, CFP AssetBook just officially released the Pulse Platform, their third-generation portfolio management and accounting system. The platform has been in beta testing with […]
May 26, 2020
Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
May 21, 2020
Smarsh®, has announced the acquisition of Entreda, a developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will […]
May 21, 2020
K1 Investment Management, LLC (“K1) has announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), a provider of cloud-based marketing automation software for […]
May 19, 2020
LPL Financial, LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, has announced that LPL advisors now have access to AdvicePay, a leading […]
May 18, 2020
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client […]
May 18, 2020
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of […]
May 15, 2020
Published by Joel Bruckenstein at May 15, 2020
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What it means for RIA’s Goldman Sachs continued its move into the RIA business with the acquisition of Folio. Much has already been written in the […]
May 14, 2020
Smartleaf announced today it is partnering with IDX Insights to provide Smartleaf clients access to additional direct index models in the major equity asset classes, beginning with US […]
May 13, 2020
Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability. TradingFront, working […]
May 8, 2020
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in […]
May 8, 2020
AdvicePay, a fee-payment-processing platform designed exclusively for financial advisors, announced today the launch of a new powerful management and administration capability, Offices, to enable Enterprises to […]
May 7, 2020
New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech In a volatility-wracked market, nothing is more valuable to financial advisors and […]