Turnkey Asset Management
Get the latest news and insights about turnkey asset management platforms (TAMPs), programs and solutions used by financial advisors, especially RIAs.
Orion Zooms In on Growth, M&As and New Advisor Solutions at Conference
By Jeff BermanNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.
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.