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.
Envestnet to Sell Yodlee to PE Firm
By Janet LevauxFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 23, 2025
Nitrogen-Advyzon Partner to Boost Advisor EfficiencyThe tech firms are collaborating to deliver an integration of risk analytics and portfolio management.
June 18, 2025
Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model PortfoliosCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 16, 2025
Tech Integration Helps Orion Clients Claim Class-Action PaymentsThe 11th.com platform automatically connects clients with lawsuit settlements they're eligible for.
June 11, 2025
BlackRock, Goldman Scale Up Tax-Loss Harvesting in $3T SMA BoomFirms are layering on increasingly complex techniques to compete.
June 06, 2025
Why Advyzon Chose to Partner, Not Build, to Boost Direct IndexingSyntax Data's offering did everything Advyzon wanted and more, CIO Brian Huckstep says.
June 05, 2025
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEOWhile business development skill is "icing on the cake," there are three crucial ingredients to success, Michael Kim says.
June 04, 2025
Robinhood Is a 'Prime Candidate' for S&P 500 Addition: BofAThe trading platform’s stock has surged as both equity and cryptocurrency markets rally.