iCapital to Acquire Private Equity Platform From Deutsche Bank
The transfer of assets will grow iCapital's platform assets to $5 billion.
Orion Announces New Onboarding Portal
Orion announced Tuesday that it is launching a new onboarding portal with support from current partner Mineral Interactive.
FSI Partners With Valuation Platform
Members will receive a discounted rate on the self-service platform to value their firms, benchmark their practice against peers' and find growth opportunities.
Building a Next-Generation Technology TAMP in Chicago
After its recent acquisition of Salentica, the Canadian-based CRM overlay for Microsoft Dynamics CRM that many large RIAs use to power their back offices, SS&C has invested aggressively to pivot the system to the Salesforce platform.
Orion Integrates With FutureVault
Orion Advisor Services announced Monday that it is integrating with FutureVault, a collaborative information management platform.
AI-Powered Prospecting Tool Launches New Research Function
The prospecting platform PSMP now gives retirement plan advisors more data and helps them fine-tune their prospecting efforts.
In Asia, Fintech Not a Challenger to Banks: LexisNexis
The Asia-Pacific region has made itself a fintech leader, but established banks there are unlikely to be replaced anytime soon, according to LexisNexis Risk Solutions.
Fintech Is a Tool, Not an Obstacle, in Client Service
“In the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan,” Celent writes.
Fidelity Launches Robo Platform for Advisors
The Automated Management Platform allows advisors “to seamlessly manage digital accounts” alongside more traditional accounts, Fidelity says.
Driving Technology Innovation From a Utah Ski House
The Orion FUSE conference is hitting its stride as a driver of technology innovation.