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.
Citigroup, AssetMark to Expand in Charlotte and Add 762 New Jobs
By Aashna ShahAssetMark plans to invest $10 million to establish an East Coast hub in Charlotte’s central business district.
July 01, 2025
Orion, iCapital Expand Partnership to Improve Alternatives AccessThe collaboration gives independent advisors new access to institutional-grade tools, Orion says.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 25, 2025
Orion Taps Ex-Zendesk Exec as CTOValli Nachiappan takes on the role after a career in client experience technology development.
June 23, 2025
Advyzon, Nitrogen Partner to Boost Advisor EfficiencyThe tech firms are collaborating to deliver an integration of risk analytics and portfolio management.
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 16, 2025
Tech Integration Helps Orion Clients Claim Class-Action PaymentsThe 11th.com platform automatically connects clients with lawsuit settlements they're eligible for.