CAIS Unveils Lineup for Its Fifth Annual Industry Summit
June 4, 20269 min
The marquee event at the intersection of alternative investments and independent wealth returns to Beverly Hills
Fi-Tek LLC and InspereX Partner to Advance Fixed Income Trading Capabilities
April 24, 20263 min
Fi-Tek LLC, a leading provider of wealth technology solutions, and InspereX, a tech-driven distributor of fixed income, structured products, ETFs, and alternative investments, today announced a strategic partnership aimed at transforming the way fixed income securities are traded and managed for wealth managers and financial advisors. Through the integration of InspereX’s BondNav® – a pioneering fixed income data aggregation platform that enables users to efficiently access, evaluate, monitor, and trade fixed income securities – directly...
VanEck Brings Multi-Asset ETF Model Portfolios to Orion Platform
April 13, 20265 min
VanEck today announced that several of its ETF model portfolios are now available through Orion, a premier provider of wealthtech solutions for financial advisors and the enterprise firms that serve them. The collaboration expands access to VanEck’s multi-asset investment strategies and marks the firm’s first model portfolio integration with the Orion platform. Advisors on the Orion platform can access VanEck’s models at no additional cost, enabling them to implement diversified, multi-asset strategies while outsourcing portfolio construction, trading...
CurrentClient Raises $1.25 Mn Seed, Adds New Sales Leadership
March 30, 20264 min
Thicket Ventures’ Justin Wisz Joins Board of Directors, while Austin Guest Joins as Head of Sales
CUSP Wealth Unveils AI-Human Hybrid FinTech Advisory Model
March 27, 20266 min
Discover how CUSP Wealth powers its hybrid advisory model, making investing and wealth advisory clear and accessible in the UAE.
Advyzon Tops T3 Advisor Software Survey for 9th Year
March 27, 20269 min
Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories
Envestnet Tamarac Helps RIAs Scale Advice with Transparency
March 25, 20267 min
First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience March 24 Client Webinar Provides Deeper Dive Into Platform Updates and a Preview of Upcoming Enhancements Envestnet, the leading Adaptive WealthTech company, has introduced new enhancements to its Tamarac platform, focused on improving trading transparency, accelerating account management, enhancing reporting flexibility, and modernizing the client portal experience for registered investment advisors (RIAs). This release is part of Envestnet’s first quarterly technology...
Kwanti Adds Cash Flow and Watchlist Tools, Eyes AI in 2026
March 11, 20265 min
Leading portfolio analytics platform introduces game-changing new features and shares 2026 roadmap
Libretto Launches AI Onboarding and Planning Assistant
March 10, 20269 min
New AI features help financial advisors scale sophisticated advice from their largest to smallest clients
90% Want to Use AI to Expand Capabilities