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 Debuts Denali AI Enterprise Intelligence Platform
By John ManganaroReed Colley, the firm's technology head, said the offering represents the “cornerstone of Orion’s future.”
October 23, 2025
Envestnet Names New Chief Technology OfficerBhaskar Peddhapati has been charged with accelerating Envestnet’s technical roadmap and infusing AI into its platform.
October 21, 2025
Are Your Clients 'Soft Switching' to a New Investment Account?Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 13, 2025
Pontera's Fight With Fidelity Over Platform Access Breaks Into the OpenThe firm's CEO says its system is secure and helps advisors better manage clients' held-away assets.
October 10, 2025
Interactive Brokers Adds Advanced Tax Planning CapabilitiesTraders can now preview potential gains (or losses) before submitting orders and select specific lots to close.
October 09, 2025
Bill Crager, Former Envestnet CEO, Has a New GigCrager has joined the private markets infrastructure company iAltA Holdings as a founding member.
October 09, 2025
CAIS Expands Tech Integration With SchwabThe deepened relationship should streamline processes for advisors, the alternative investment platform said.