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.
Envestnet Buys Tech From Apprise Labs to Enhance Client Portal: Tech Roundup
By Jeff BermanAlso, Envestnet's Variable Annuity Program has been expanded to become the Envestnet Insurance Exchange.
March 11, 2021
Tax Season Presents Tremendous Opportunity for AdvisorsAdvisors can use technology to make tax season easier for their clients.
March 11, 2021
New Skience Tool Helps Advisors Transition Client Accounts: Tech RoundupAlso, the Dynasty Financial Partners-Envestnet joint venture ASx introduces a new initiative focused on social media.
March 09, 2021
Digital Financial Firm SoFi Buys a Bank, Seeks National Bank CharterThis is the latest move in the firm's strategy to become a comprehensive personal finance platform.
March 04, 2021
Betterment Acquires Wealthsimple's U.S. CustomersThe deal could add 17,400 customers with $190 million in assets.
March 04, 2021
Ex-Cetera CEO Larry Roth to Advise Cloud Tech Firm: Tech RoundupAlso, Cetera broker-dealers can now use the Simon Annuities insurtech platform as part of a new deal.
March 04, 2021
AssetMark to Buy Voyant for $145MThrough the deal, the turnkey asset management platform provider will pick up financial planning and client digital engagement tools.
March 02, 2021
Invesco Combines 5 Advice Solutions Under Intelliflo Brand NameThe company had acquired all five of the businesses in recent years.