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.
Orion Plans Expanded Household Asset Management Strategy
By Dinah Wisenberg BrinThe platform provider also says the enterprise version of Denali AI is live and that it's launched two new AI assistants..
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 19, 2026
Foundation Source Adds Execs for Next Growth PhaseThe hirings are part of the firm's evolution into a modern enterprise platform, said CEO Joseph Mrak III.
February 18, 2026
Orion Adds DPL Tech to Advisor PlatformThe wealthtech firm is integrating annuity comparison and analysis tools into Orion Connect.
February 18, 2026
4 Musts in the Next Era of Advisor TechIt isn't about simply adding more software — it's about rebuilding the core systems that drive advice.
February 18, 2026
Dani Fava: The AI 'Tipping Point' for RIAs Is HereThe market reaction to Altruist's new tax tool drove home the reality of AI's advancement, the Carson exec says.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.
February 11, 2026
Where to Park Your Clients' Cash NowExploring the optimal cash, cash-equivalent products and allocations can make a big difference to your clients.