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 | Yodlee Signs Data Access Deal With American Express
By Jeff BermanThe agreement will enhance digital finance management for American Express customers, the companies say.
June 08, 2023
Schwab Soups Up Direct Indexing for RIAsEnhancements include easier onboarding, a new RIA dashboard and increased ability to personalize investments, Schwab says.
June 07, 2023
The Wealth Management Trend Advisors Can't IgnoreA demand for more nimble and holistic planning is challenging advisors and driving interest in direct indexing.
June 06, 2023
Pershing X Launches New Wealth Management PlatformFirm leaders say the platform, called Wove, helps advisors connect all the components of a client's financial picture.
June 06, 2023
SEC's Coinbase Lawsuit Heralds Deepening Crypto CrackdownCoinbase for years evaded its rules by letting users trade crypto tokens that were actually unregistered securities, the regulator says.
June 05, 2023
Glitch at JPMorgan Chase Caused Double Online Transactions"My account is at negative," one Twitter user posted about the bank's issues, which have since been resolved.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 30, 2023
JPMorgan Building ChatGPT-Like Investment ToolIndexGPT will use AI-driven software "for analyzing and selecting securities tailored to customer needs," a trademark filing says.