Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
InvestCloud Rolls Out ‘Game-Changing’ Account Offering
By John ManganaroOne consultant says the new solution represents a significant breakthrough in private market investing.
December 17, 2024
Opto Investments Adds Private Markets Planner FeatureThe new planning tool can help advisors set clients' private investment allocations, the firm says.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 16, 2024
3 Ways to Give Better Advice by Understanding BehaviorChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.
December 05, 2024
Orion Names Former Envestnet Exec as Head of StrategyChris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.
December 04, 2024
CAIS Launches Features to Streamline TradingThe new features offer a more flexible experience for advisors, the alternatives investment platform says.