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.
Opto Investments Adds Private Markets Planner Feature
By Dinah Wisenberg BrinThe new planning tool can help advisors set clients' private investment allocations, the firm says.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.
December 05, 2024
Orion Names Former Envestnet Exec as Head of StrategyChris Shutler spent nearly four years leading strategy for Envestnet before departing the firm in September.
December 04, 2024
CAIS Launches Features to Streamline TradingThe new features offer a more flexible experience for advisors, the alternatives investment platform says.
December 04, 2024
F2 Strategy Names Ex-Orion Exec as CEORyan Beach is taking over from the firm's co-founder, Doug Fritz, who will become executive chairman.
December 03, 2024
How to Avoid the Tax Trap of the Wash-Sale RuleTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.