Blockchange, a San Francisco-based fintech specializing in digital asset investing tools for financial advisers and asset managers, has integrated its BITRIA Digital Asset TAMP with Morningstar’s ByAllAccounts client account aggregation offering.
The integration allows Blockchange’s separately managed account partners “to better serve the needs of financial advisers and their clients, who will be able to access digital asset data within platforms they already use,” the company said in a release.
Firms that use Addepar, Black Diamond Reporting, Envestnet Tamarac, Orion Advisor Services, Morningstar Office, eMoney Advisors or any of the 22 portfolio accounting platforms that integrate with Morningstar ByAllAccounts for performance reporting will benefit from the integration, Blockchange said.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
