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.
Citi to Sell Wealth Alternatives Platform to iCapital
By Steve DicksonThe platform represents more than 180 alternative investment funds that are distributed globally.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
May 02, 2025
Morgan Stanley to Offer Spot Crypto Trading to E-Trade CustomersSchwab plans a similar offering within the next 12 months.
May 02, 2025
Flourish Annuity Platform Marks Major ExpansionThe platform, launched in early 2024, now includes RILAs, fixed indexed annuities, variable annuities, income riders and more.
April 30, 2025
Edward Jones Adds Alt Investments, Advanced Planning for HNW ClientsThe firm entered into a relationship with CAIS, an alternative investment technology platform for financial advisors.
April 25, 2025
401(k) Provider Launches Integrated PlatformHuman Interest's PartnerConnect aims to help advisors create, manage and monitor clients’ 401(k) plans.
April 24, 2025
Nasdaq Partners With Amazon Web to Move More Markets to CloudTo start, the firms are working with the Johannesburg Stock Exchange and Mexico’s Grupo BMV.
April 23, 2025
E-Trade Launches 5 No-Fee Index FundsThe new products are being offered exclusively to the brokerage's self-directed investor clients.