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

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 avai...

INVENT Commences Next Stage of Growth with Appointment of Wealth Management Industry Leader Larry Roth as Strategic Advisor Share Article Former CEO of Advisor Group and CEO of Cetera Group to Provide Expertise and Guidance to Leading Cloud-Native Technology Platform for Wealth Management Firms. Larry Roth to Align Investment Banking, Growth Planning and Strategic Relationships with INVENT to Drive Accelerated Expansion I am beyond thrilled to have Larry on the team to help us digitally transform the wealth management industry as large enterprises that support thousands of financial advisors ...