portfolio construction

March 4, 2025

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

Syntax Data, a leading provider of direct indexing technology, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas, a collaboration with TradePMR, […]
February 13, 2025

Morningstar Forms Strategic Alliance with SS&C’s Black Diamond Wealth Platform

Morningstar, Inc. announced an agreement that will make SS&C’s Black Diamond® Wealth Platform the first wealth platform to integrate with the newly launched Direct Advisory Suite from Morningstar. The alliance […]
December 4, 2018

AdvisoryWorld Acquired by LPL Financial

AdvisoryWorld, a software provider for financial advisors, announced that it will be acquired by LPL Financial Holdings Inc., the corporate parent of LPL Financial LLC. LPL […]