The initiative was originally launched with existing technology in 2020 and through a partnership with InvestCloud, is now ready to onboard new clients.
The Wealth platform is designed to help clients better manage their legacies by creating plans online through a combination of proprietary legal documents and encrypted digital vaults.
Advyzon Investment Management will provide advisory tools to manage front- to back-office operations, such as investment decisions on portfolio and model allocations, tax planning and reporting, and rebalancing tools.
The Tifin Group is building out its software that helps financial advisers invest in DAFs.
This month’s #AdviserTech roundup includes FeeX’s rebranding and funding round, Datalign’s launch of a lead generation service and Fidelity’s new compliance solution, Saifr.
The competitive landscape for turnkey asset management platforms is heating up after providers landed millions in new assets during the pandemic, when advisers were desperate for any technology that could keep them up and running.
The results from the most recent InvestmentNews survey shows sentiment is turning south.
The Vermont Department of Financial Regulation said at least 40 customers in the state complained.
Pontera, formerly known as FeeX, allows advisers to work with client accounts that are held away from the firm, like 401(k)s.
The feature appeared in a beta version of its iPhone app. Code describing the service — dubbed Stock Loan Income Program, or SLIP — was discovered by developer Steve Moser.
The Securities and Exchange Commission chairman raised questions about the effect that behavioral prompts — like encouraging clients to trade more often or using algorithms to steer them into high-risk, high-fee products — might have on investing outcomes.
Global Shares, which will be integrated into the bank's asset and wealth management arm, has almost $200 billion in assets under administration and roughly 600 corporate clients.
The digital alternative investment provider Yieldstreet launched a new art equity fund with exposure to contemporary international artists like Banksy and Takashi Murakami.
The company is investing in its technology infrastructure — including digital initiatives and virtual tools — to improve the relationships between clients and their financial advisers.
A new report from Celent shines light on the trend of traditional retailers like Walmart migrating into the wealth management space.
The vast majority of advisers reported having problems finding enough time to focus on business development and client relationships, according to a new study.
Fintechs are buying books of business and hoping in-house tech stacks are enough to entice financial advisers to come on board.
Firms need purpose-built tools to manage their discovery responsibilities as the emergence of Slack, Zoom, Microsoft Teams and other communication channels has made e-discovery far more complex.
The deal, which will close later this month, pushes the assets on iCapital's platform to more than $118 billion.
The latest apps like WhatsApp and emailing platforms like Gmail are beginning to play an oversized role in adviser communications, a trend that could increase as more clients choose to communicate via their smartphones.
