Lessons for wealth management in the wake of the GameStop saga
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Willow Crypto, this brings the number of
Blockchange SMA network members to five. Each SMA offers specific expertise, model strategies, and investment theses from simple Bitcoin and Ethereum allocations to a spectrum of DeFi and utility tokens, and even ESG options.
The BITRIA platform now also offers an Outsourced Chief Investment Officer (OCIO) option, which allows advisors to retain management of client accounts while offloading model construction and delivery. Blockchange s first OCIO partner,
Columbia Advisory Partners, is led by President Steve Larsen, CPA, CFP®. In addition to model delivery, Columbia offers a one-stop solution for advisors seeking help with compliance, education, due diligence, training, and process management related to digital assets.
With the DTAMP and SMA solutions commercially validated, the company is ready to expand the platform s capabilities and to grow its customer base through well-chosen industry alliances and partnerships. These are the main areas where Mr. Iskowitz s expertise in fee-based advisory platforms and wealth management technology will be focused. I m excited to have the opportunity to work with Dan Eyre and the Blockchange team, said Iskowitz. The wealth management industry has reached a tipping point in the adoption of digital assets and financial advisors are struggling to add them to their client portfolios in a secure, fast and scalable way. After some deep research, I found that Blockchange s BITRIA platform is uniquely positioned to not only allow advisors to provide exposure to digital assets, but it s also the only RIA-focused solution that enables investors to enjoy the benefits of directly owning the underlying tokens – something not available in current trusts or funds. By
Envestnet acquires fintech Harvest Savings
Envestnet now owns Harvest s technology, including its automated micro-savings and digital account opening tools.
April 8, 2021 3 MINS
Envestnet announced Thursday the acquisition of fintech Harvest Savings & Wealth Technologies to further build out its digital financial wellness ecosystem by merging customers’ wealth and savings accounts.
The acquisition gives Envestnet ownership of Harvest’s technology, including its automated micro-savings tool and digital account opening. Harvest’s tools are typically provided to banks, credit unions, trust companies and other financial institutions. Terms of the deal were not disclosed.
Harvest’s automated micro-saving technology delivers data to the bank or firm, which can then signal when it’s time to move a customer from savings to the right wealth offering. That’s a major reason the acquisition made sense for Envestnet and its connected financial wellness e
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