Dynamic Model Portfolios is the latest addition to the YCharts platform, the investment research provider says.
The enhancement to YCharts Model Portfolios provides improved analysis and more ways for advisors to communicate their strengths to clients, according to the company, which was recently acquired by private equity firm LLR Partners.
Dynamic Model Portfolios enables advisors to present and discuss historical asset allocations and holdings adjustments with clients and prospects, it says in a blog post.
The new capability also helps advisors more accurately depict historical performance and effectively show the impacts of decision-making with clients.
Apex Partners With Altruist
Apex Clearing and digital brokerage platform Altruist are collaborating to provide independent financial advisors and their clients with what they say is a better, “frictionless” investing experience.
An integration with Apex has enhanced Altruist’s platform with new capabilities designed to help financial advisors “build tech-forward, individualized relationships with their clients,” while also providing them with Apex security, the companies said in a joint announcement.
Apex will execute trades and hold assets on behalf of Altruist users and the new partnership also “unlocks over 18,000 new securities for Altruist users,” according to the firms.
Envestnet Introduces More Product Enhancements
Envestnet is rolling out a series of technology enhancements, including new features in the Envestnet | Tamarac platform that it says enable independent RIAs to “efficiently manage and track” annual capital gains taxes in clients’ taxable accounts.
New capital gains management and monitoring features offer advisors and their clients the insights they need to make “tax-aware — and tax-smart — investing decisions,” says Andina Anderson, executive managing director of Envestnet | Tamarac.
The latest capabilities are made possible by Tamarac’s new Annual Capital Gains Tax Budget setting that also allows advisors to track long- and short-term gains together or individually. Advisors can also proactively make trades that optimize for capital gains in Tamarac using several new tools: a Saved Search Filter; Rebalancing Workflow Page Columns; and Bulk Report & Upload Columns.