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 Launches Advisor Academy: Tech Roundup
By Jeff BermanAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 17, 2023
Stocks May End 2023 Higher After Bumpy Trip: Dana D'AuriaAdvisors should look at how they can personalize client portfolios at scale, said Envestnet's co-CIO.
February 16, 2023
Betterment Laying Off 28 Employees"Our business is not immune to the effects of market volatility," a Betterment spokesperson said.
February 16, 2023
Orion Selects Docupace for Automation: Tech RoundupAlso, Gentreo's next-generation estate planning software was among the pitches at Morgan Stanley's Demo Day.
February 09, 2023
Asset-Map Closes on $6M Funding Round: Tech RoundupAlso, Conquest Financial's planning tech platform raised $18 million from firms including Fidelity, BNY Mellon and RBC.
February 02, 2023
NYSE Glitch Caught Up in Fight Over SEC Rewrite of Trading RulesSchwab and Robinhood say the incident was a reason for concern and an argument against exchange-run auctions.
February 02, 2023
Envestnet Adds Pontera's 401(k) Management Platform: Tech RoundupAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
February 01, 2023
How Model Portfolios Work in the Real World: Advisors' AdviceAdvisors told us how they use model portfolios with clients — or why they don't.