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Lifeworks Advisors Acquires Aimvest Technologies – Innovative Risk Profiling Technology Developer Share Article Groundbreaking risk profiling technology will be integrated into the unified Lifeworks advisor technology platform to provide custom and dynamic investment portfolios The Lifeworks Advisors’ new investment platform will be smart, scalable and dynamic, providing clients with real-time adjustments to portfolios to protect assets during down markets while maximizing the probability o...

The new technology will empower development of personalized real-time portfolio generation, factor investing and direct indexing. Independent RIA firm and platform builder Lifeworks Advisors announced it has acquired the fintech startup Aimvest Technologies, which will be integrated into the Lifeworks Advisor platform. Terms of the deal were not disclosed. Advisors will likely have first heard of Lifeworks as one of the successful participants in the 2020 season of ScratchWorks. Founded ...