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Pershing X moves into the fintech lane with new Wove platform - Vimarsana News

Pershing X moves into the fintech lane with new Wove platform

BNY Mellon Pershing debuted its new wealthtech platform that expands the custodian into lanes currently populated by fintech names.

InvestCloud took a shot at Envestnet and missed - Vimarsana News

InvestCloud took a shot at Envestnet and missed

InvestCloud, which made a big investment to challenge supremacy of Envestnet among TAMPS, saw a sudden shakeup in execs last month.

Envestnet introduces product updates and new partnerships at annual conference - Vimarsana News

Envestnet introduces product updates and new partnerships at annual conference

Envestnet showed the latest updates to its advisor platform and revealed some significant new partnerships at its annual conference

Ian McKenna: What we must take from new US crackdown on adviser data security - Vimarsana News

Ian McKenna: What we must take from new US crackdown on adviser data security

The US Securities and Exchange Commission has this month introduced extensive new requirements advisers must follow, including making sure their suppliers also apply similar diligence to the protection of client data.  

Advyzon Named Best All-In-One Software Solution in 2023 Advisor Software Survey from T3 Technology Tools for Today and Inside Information - Vimarsana News

Advyzon Named Best All-In-One Software Solution in 2023 Advisor Software Survey from T3 Technology Tools for Today and Inside Information

/PRNewswire/ -- Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers,...