Displaying 30 results
Fidelity launches managed account platform
The new platform ties together eMoney financial planning and investment management that could position the custodian to rival TAMP offerings
TAMPs consolidate to compete
In a crowded marketplace, turnkey asset management platforms are forging new tactics to jockey for additional market share
AssetMark launches portfolio management tech for videoconferencing
The new tools allow advisers to present client proposals and portfolio reviews online
Envestnet adds cash management tools for RIAs
Independent advisers can help clients set up cash accounts to meet budgeting goals within the Tamarac platform
An inside look at Envestnet Tamarac’s tech strategy
Andina Anderson talks about the company's focus on multigenerational tech adoption and reflects on her career as a female fintech leader
Envestnet revenue up 5% during pandemic
The TAMP is eyeing ways to ramp up adviser usage of its quantitative portfolios after experiencing double-digit percentage growth during the second quarter
Sawtooth eyes new capital to stay competitive in TAMP marketplace
Potential partnerships include deals with other TAMPs or with a private equity firm, according to one source
Digital asset management platform launches cryptocurrency tool for RIAs
Blockchange gives advisers discretionary management over digital assets including Bitcoin, Ethereum, Bitcoin Cash and Litecoin, among others.
Orion merges with Brinker Capital to form $40 billion TAMP
The deal creates the fourth largest turnkey asset management platform, behind Envestnet, SEI and AssetMark
AssetMark buys RIA advising on $2 billion in assets
The turnkey asset management platform's deal for OBS Financial Services will bring it relationships with 21 banks and 300 financial advisers
