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.
Capital One Refunds Customers for Late Fees Related to Outage
By Dinah Wisenberg BrinCustomers with charges from outside businesses due to missing direct deposits should get in touch, the bank says.
January 21, 2025
Fidelity Customers Report Mobile App, Website Access TroubleUsers complained of difficulty accessing the firm’s website, app and active trading platform.
January 17, 2025
Capital One Direct Deposit Problems Drag On Into Third DayCustomers continued to report account trouble Friday, with an outage monitoring site logging 4,000 reports.
January 16, 2025
Capital One Customers Report Missing Direct DepositsCustomers are complaining that expected direct deposits are missing; the bank says it is fixing technical problems.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 15, 2025
Consumers Report Citi App Outage, Credit Card IssuesCustomers said Citi's app was down, and some said they couldn't use their credit cards.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
January 14, 2025
Share of Advisors Using Crypto Doubled in 2024: SurveyTwenty-two percent of survey respondents said that they had allocated to digital currency in client accounts.