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/PRNewswire/ Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a. ....
/PRNewswire/ Addepar, a leading wealth management technology platform purpose built for investments, today announced that it has acquired AdvisorPeak. As a. ....
AdvisorPeak Brings Trading & Rebalancing to INVENT s Cloud Native Wealth Management Platform News provided by Share this article Share this article LAYTON, Utah, May 20, 2021 /PRNewswire/ AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT s leading cloud technology platform. AdvisorPeak joins INVENT s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak s trading solutions are now available to seamlessly integrate with over 17,000 users on the INVENT platform. We are excited to partner with AdvisorPeak and deliver a cloud-native rebalancing solution that is accessible by thousands of advisors, said Oleg Tishkevich, CEO of INVENT. We have had great success working with third-party software vendors as we have a deep understanding of their unique needs an ....