eMoney Goes Live With Advisor Marketing Platform
Advisor Branded Marketing lets advisors create targeted custom marketing plans.
Overstock Unit Starting an Exchange for Digital Coin Trading
The digital token market may be about to become a little bit more like Wall Street.
Envestnet to Acquire FolioDynamix
The deal will bring Envestnet’s total platform assets to nearly $2 trillion across 10 million investor accounts.
Fi360 Updates Fiduciary Focus Toolkit
Fi360 recently announced that it is updating its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors.
Envestnet | Tamarac Expands Single-Sign-On Capability With New Integration
Envestnet | Tamarac has a new integration partner, Okta, which provides identity management solutions.
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.