Recent
Envestnet Buying FolioDynamix: TAMP Landscape Shifting
$195 million acquisition sets terms of engagement for future consolidation. Scale is everything and the metric of value shifts from conventional AUM.
Envestnet | Tamarac Releases RIA Platform on Okta Integration Network
Envestnet | Tamarac announced a new single sign-on and authentication integration with Okta through the Okta Integration Network.
Advent Genesis "Transforms" Rebalancing And Portfolio
SS&C Technologies Holdings announced the release of Advent Genesis®.
Envestnet | PMC Unveils Gender-Focused Impact Quantitative Portfolio
Envestnet | PMC has launched the Gender Equity Large Cap Core Portfolio
Envestnet | Yodlee Unveils AI For Consumer Finance
Envestnet | Yodlee is demonstrating its vision of the AI FinCheck app at FinovateFall in New York City.
New Millennial-Focused TAMP Picks Up Partners
RobustWealth has created an online, comprehensive investment management and back-office administrative solution for XYIS
