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.
Most JPMorgan, Stifel Employees to Return to Offices
By Jeff BermanIn recent letters to shareholders, the firms' CEOs stressed the importance of employees shifting away from remote work.
April 08, 2021
Envestnet Acquires Harvest Savings & Wealth: Tech RoundupAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 06, 2021
FINRA Zooming In on Platform Outages, Suspicious Activity ReportsThe regulatory group also is looking at broker-dealer communications about digital assets in its exams, according to one executive.
April 02, 2021
Onramp Invest to Beta-Test Its Crypto Platform This MonthCEO Tyrone Ross says his company is partnering with firms including WisdomTree.
April 01, 2021
Merrill Launches Account Overview Videos for ClientsThe new tool provides yet another way for Merrill to differentiate itself from its rivals.
April 01, 2021
SEI Acquires Oranj Platform: Tech RoundupAlso, Fidelity and Advyzon enhance integration capabilities between their platforms.
March 30, 2021
Banks, Wealth Managers and Fintech Disruptors Vie to Create 'Goldilocks' Retail ProductGoldman Sachs' Marcus introduced a product that is melding three customer-friendly aspects. But it's not alone.
March 30, 2021
Vanguard to Launch New Mobile AppThe new app was "built using client feedback and human-centered design to enhance functionality," the company says.