June 11, 2020

AdvisorPeak Enhances Investment Analytics for RIAs

Partnership with FinMason integrates analytics engine into rebalancing platform AdvisorPeak has announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users […]
May 4, 2020

Shareholders Service Group Partners with AdvisorPeak

Institutional-Grade Rebalancing Platform Available to SSG Members Shareholders Service Group (SSG) and AdvisorPeak recently announced a new agreement for the benefit of advisors who custody with […]
April 1, 2020

AdvisorPeak Announces Operation Rebalance Platform Open to Financial Advisors Free of Charge Through Second Quarter 2020

AdvisorPeak announced Operation Rebalance, a platform experience designed to provide investment advisors full use of AdvisorPeak’s trading and rebalancing platform free of charge through the end of the 2nd Quarter […]
January 24, 2020

AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
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 […]