Investment Platforms
Get the latest news and insights on investment platforms (including digital, mobile and online platforms), and how these developments impact financial advisors, the wealth management industry and more.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 28, 2025
$6.4B SageSpring Wealth Moves to Dynasty Financial Platform From Raymond JamesDynasty calls the shift one of the industry's biggest moves to independence in recent years.
January 22, 2025
Capital One Refunds Customers for Late Fees Related to OutageCustomers with charges from outside businesses due to missing direct deposits should get in touch, the bank says.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 21, 2025
Schwab Earnings Top Estimates on Record InflowsTotal client assets were $10.1 trillion, after passing $10 trillion for the first time in November.
January 21, 2025
Fidelity Customers Report Mobile App, Website Access TroubleUsers complained of difficulty accessing the firm’s website, app and active trading platform.
January 17, 2025
Capital One Direct Deposit Problems Drag On Into Third DayCustomers continued to report account trouble Friday, with an outage monitoring site logging 4,000 reports.
January 16, 2025
Capital One Customers Report Missing Direct DepositsCustomers are complaining that expected direct deposits are missing; the bank says it is fixing technical problems.
January 15, 2025
New RIA Platform Promises Better Compliance and Lower Advisor CostsFeatures of RIA Out of the Box include privileged legal services and ongoing startup support.
January 15, 2025
Consumers Report Citi App Outage, Credit Card IssuesCustomers said Citi's app was down, and some said they couldn't use their credit cards.