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.
SS&C Technologies Unifies Wealth Suite, Black Diamond Platform
By John ManganaroThe combination brings together the software provider's wealth and trust management capabilities in one interface.
July 30, 2025
AssetMark Moves to Expand Growth With RIAs, Private MarketsGroup CEO Lou Maiuri explains what's next for the firm — including at its newly designated “East Coast hub.”
July 25, 2025
AssetMark to Offer Alts in Q4The move will add private assets to AssetMark’s managed solutions and discretionary programs.
July 24, 2025
UBS Ditches BlackRock’s Aladdin PlatformThe bank ended the agreement earlier this year and is moving key elements onto its own systems.
July 22, 2025
Financial Advice Enhances Clients' Peace of Mind, Frees Up Time: VanguardA new survey from the giant asset manager comes as the firm has pushed further into the advising arena.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 21, 2025
Schwab Expands Overnight TradingSchwab added popular ETFs to its overnight lineup, available through thinkorswim.
July 17, 2025
Vestmark, iCapital, BlackRock and Dynasty Team Up on New UMA PlatformThe platform supports tax-aware investing in private asset classes.