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WealthStack Roundup: 'Invent Village' To Debut At EDGE 2024

Also, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.

Tech, wealth management experts help launch ADVISE AI, Financial Planning's new conference

GreenHill and Invent Partnership Empowers RIAs to Deliver an Enhanced Advisor and Client Experience

/PRNewswire/ -- GreenHill Investment Reporting, a leading independent provider of investment performance reporting services, today announced that its advanced...

GreenHill and Invent Partnership Empowers RIAs to Deliver an Enhanced Advisor and Client Experience

GreenHill Investment Reporting, a leading independent provider of investment performance reporting services, today announced that its advanced performance reporting functionality is now included in Invent's Digital Wealth Ecosystem for Registered...

Invent launches wealth management super app development platform: Wealthtech Weekly

Invent Launches "Super App" Development Platform for Wealth Management

Seattle, WA (PRWEB) August 01, 2023 -- Invent®, the leading platform solving for the integration and data management challenges in wealth management,

Pershing X Unveils New Multicustodial Platform, Wove

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Invent® Named a Two-time Finalist in the 2023 WealthManagement.com Industry Awards

Seattle, WA (PRWEB) June 06, 2023 -- Invent®, the leading platform solving for the integration and data management challenges in the wealth management

Pershing X Unveils New Multi-Custodial Platform, Wove

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Firms Are Missing Out on Tech Chances Due To The Workload of Changing

Milemarker CEO Kyle Van Pelt said firms will often forego tech revamps because they think there will be too much work involved during an EDGE panel.