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WealthStack Roundup: News From Morningstar, InvestCloud, Docupace

Published: December 16, 2022

Morningstar, Luma partner on annuities, Michael Roth to oversee InvesCloud's NaviPlan, Docupace launches a Productivity Suite for RIAs and more.

Source: wealthmanagement.com

Related Topics:

Michael RothInformation Systems IncEzra GroupSalesforce Financial Services CloudPershing Advisory ServicesAnnuity Intelligence CenterAnnuity Intelligence Center OnCharles SchwabMorningstar Advisor WorkstationLuma Financial TechnologiesAdvisor WorkstationPlan GetsNew LeaderClearlake CapitalMotive PartnersDigital PlanningDigital WarehouseEmerging Information SystemsVista Equity PartnersMark Completes AcquisitionAdhesion WealthWealthbuilder Prospecting

InvestCloud Buys NaviPlan Parent Company Advicent

Published: May 5, 2021

Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.

Source: wealthmanagement.com

Related Topics:

United StatesAlois PirkerMark EvansAngela PecoraroJohn WiseJp MorganAite GroupNorth AmericanVista Equity PartnersEmerging Information SystemsSelf Directed InvestingWilliam TroutJavelin StrategyState StreetCharles River SystemsMoney AdvisorBright CapitalCanada Based Conquest Planningஒன்றுபட்டது மாநிலங்களில்குறி எவன்ஸ்ஜான் பாண்டித்தியம்ஜ்ப் மோர்கன்வடக்கு அமெரிக்கன்விஸ்டா பங்கு கூட்டாளர்கள்வளர்ந்து வருகிறது தகவல் அமைப்புகள்