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.
Vestmark Set to Distribute Capital Group Model Portfolios
By John ManganaroRIAs will be able to access a customizable platform through their preferred custodian.
October 28, 2025
Orion Debuts Denali AI Enterprise Intelligence PlatformReed Colley, the firm's technology head, said the offering represents the “cornerstone of Orion’s future.”
October 27, 2025
Generational Divide Is Reshaping Advice Delivery: StudyThe industry needs to enhance the digital experience to better engage next-gen investors, SIFMA and KPMG research finds.
October 24, 2025
eMoney Celebrates 25 Years In Business With Rollout of Major New FeaturesCEO Susan McKenna says the future couldn’t be brighter for eMoney and its financial advisor clients.
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.