Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 14, 2021
UBS, Envestnet and iCapital Team Up on New Alternatives ExchangeEnvestnet will launch the exchange to help UBS clients invest in alternatives including hedge funds and real estate.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 03, 2021
LPL Picks SmartAsset for Vendor Affinity Program: Tech RoundupAlso, Morgan Stanley teams with Microsoft, while RIA in a Box announces a new automated RIA communications archiving and review solution.
May 18, 2021
Dynasty Launches First Crypto Options for Its AdvisorsThe firm has teamed with Eaglebrook Advisors to offer Bitcoin and other digital assets to its advisor network.
April 23, 2021
AdvisorEngine Integration With Schwab Advisor Center Completed: Tech RoundupAlso, Envestnet | MoneyGuide has teamed with Oyster Consulting to offer paraplanning services to mutual clients.
April 16, 2021
Orion Closes HiddenLevers Deal: Tech RoundupAlso, Envestnet appointed Chris Shutler as head of market intelligence.
March 04, 2021
AssetMark to Buy Voyant for $145MThrough the deal, the turnkey asset management platform provider will pick up financial planning and client digital engagement tools.
February 03, 2021
How Goldman Sachs Is Getting Cozy With Main Street Investors and Their MoneyThe push is happening via Joe Duran's United Capital, now Goldman Sachs Personal Financial Management, and its 360 advisors.
February 02, 2021
O'Shaughnessy Custom Indexing Platform Tops $1BFirm's CEO sees further growth ahead, as "investors will no longer want to settle for investing fully in someone else's formula. Investors will want their own."