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Envestnet Launching Trust Services Exchange
It's great to see that advisors can now seamlessly integrate multi-generational wealth into day-to-day screens. We'll see how trust companies respond.
SMArtX Adds Eaton Vance, Krane And Brandes Models
The SMArtX platform has also expanded its offerings in the international space to help deepen the bench with non-US and country specific exposures.
Orion: 5 Ways Technology Can Make You a Better Fiduciary
Technology can definitely make you a better advisor, but can it make you a better fiduciary? The answer is yes. First, put tasks on autopilot.
Ripsaw Wealth Tools Announces its Optimizer and Assist Tools
The Optimizer solves for the allocation of wealth among the available investments in all accounts simultaneously with one click.