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SEI Buys Finomial To Enhance Wealth Management Automation
The technology has the ability to enhance and streamline anti-money laundering and know-your-client services, while providing flexibility and depth.
FusionIQ: Introducing The Digital Supermarket
As the demand for alternative investments and fixed income strategies increases, advisors can't go on leveraging multiple providers to get it done.
GeoWealth Adds Franklin Templeton Models to its Platform
GeoWealth’s open architecture supports both advisor-managed and third-party model portfolios, enabling RIAs to deliver custom solutions at scale.
Envestnet and YieldX Team Up To Simplify Income Investing
YieldX was founded in April 2019 to eliminate historically complex barriers to sophisticated fixed income investing and wealth preservation tools.