XY Planning Network Launches Digital Platform for Its Advisors
XYPN partners with TD Ameritrade and RobustWealth to power its new investing platform.
FolioDynamix, Apex Clearing to Partner on Advice Tools
Apex Clearing announced on Thursday that it has entered into a partnership with FolioDynamix to create customer-facing technology tools.
MassMutual Launches Practice Management Website
MassMutual launched a new website, AdvisorAdvantage+, to give retirement plan advisors access to practice management tools and guidance.
Opening New Accounts Is About to Get a Lot Easier
According to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms’ ability to more quickly and seamlessly onboard new clients.
TD Ameritrade’s Robo Platforms Near $16B
TD Ameritrade’s Essential Portfolios and Selective Portfolios digital advice platforms have nearly $16 billion in assets under management as of June 30, the firm announced on Tuesday.
Jemstep, Key Investment Services Partnering on Robo Platform
Jemstep is partnering with Key Investment Services, a subsidiary of KeyBank, on a digital advice platform.
Cetera Appoints New Information Officer
Cetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional Users
The enhanced integration gives advisors easier access to data.
Orion Integrates With Web Form Provider
To keep up with the onboarding experience offered by robo-advisors, Orion is integrating with form automation provider Quik to streamline custodial and custom form processing.
Advicent Integrates With Envestnet
Advicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform.