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.
Envestnet CEO Opens Summit With New Cloud Tech, Upbeat Vibes
By Jeff BermanCEO Bill Crager unveiled the new Envestnet Wealth Data Platform and invited advisors to check out a new client portal.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
May 03, 2022
Envestnet, ThinkAdvisor Zoom In on Top Active ManagersThe 18th annual Asset Manager of the Year Award program recognizes active managers in eight categories.
May 03, 2022
J.P. Morgan Rolls Out Tax-Smart SMA Platform for AdvisorsThe new digital platform uses ActiveTax technology from 55ip, a firm J.P. Morgan bought in 2020.
May 02, 2022
Fintech Startups Vie for Funding at ScratchWorks Season 4Three finalists had 15 minutes each to win deep-pocketed investors over.
April 28, 2022
RBC Clearing Launches New Tech Platform for RIAs, BDs: Tech RoundupAlso, AI-powered prospecting solution Catchlight integrates with Redtail.
April 28, 2022
Onyx Subscription Service for Minority Advisors to Launch May 9Members get a bundled tech stack and discounted access to service providers for a monthly fee.