Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Riskalyze Expands Connected Trading: Tech Roundup
By Jeff BermanAlso, Broadridge Fi360 Solutions introduces enhanced Decision Optimizer software for financial advisors.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
August 26, 2021
GeoWealth Introduces New Advisor Service Center Features: Tech RoundupAlso, Morgan Stanley selects eight startups for its latest Multicultural Innovation Lab program.
August 12, 2021
iCapital Expands Pact With Bridgewater: Tech RoundupAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 14, 2021
UBS, Envestnet and iCapital Team Up on New Alternatives ExchangeEnvestnet will launch the exchange to help UBS clients invest in alternatives including hedge funds and real estate.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 03, 2021
LPL Picks SmartAsset for Vendor Affinity Program: Tech RoundupAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.