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.
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen Yang
By John ManganaroYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 05, 2025
Meet the 2025 Luminaries WinnersThe talented individuals and firms were recognized Thursday at ThinkAdvisor's fifth annual gala event.
December 02, 2025
Pave’s Morningstar Integration Gives RIAs Access to Automation ToolsResource-poor independent advisors, the firm says, can build better portfolios to compete with Wall Street behemoths.
December 02, 2025
Robo-Advisor Wealthfront, Backers Seeking $485M in IPOThe company plans to market shares for $12 to $14 each, according to its SEC filing.
December 02, 2025
55ip and InvestCloud Expand Partnership to Private MarketsThe collaboration enables tax optimization of public and private market assets within a single unified managed account.
November 25, 2025
The Future of Wealth Management Goes Far Beyond Retirement Planning: Bill CragerExpectations are high for the clients of the future, the former Envestnet CEO says.
November 21, 2025
10 Top-Performing Robo-Advisors: Q3 2025The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.
November 21, 2025
What Wealthy, and Wealthier, Clients Seek in Alternative InvestmentsHere's how advisors can tailor their offerings to "millionaires next door" and "mid-tier millionaires."