Chester County News and Community Website
BERWYN, PA — Fiduciary Exchange LLC (FIDx) has received a 2026 MMI/Barron’s Industry Award for technology that allows financial advisors to add guaranteed lifetime income protection to managed investment accounts …
FIDx Wins Industry Award for Managed-Account Income Technology Read More
BERWYN, PA — Envestnet has integrated its Tamarac wealth management platform with Bloomberg-owned Canoe Intelligence to automate the delivery of alternative investment tax documents, reducing administrative work for financial advisors …
Envestnet, Canoe Automate Alternative Investment Tax Documents Read More BERWYN, PA — Envestnet is expanding access to customized investment portfolios for registered investment advisers and broker-dealers through programs that combine asset manager-designed strategies with outsourced trading, billing and reporting, …
Envestnet Expands Custom Portfolio Access for Financial Advisors Read More
OAKS, PA — SEI (NASDAQ: SEIC) has introduced a digital platform that allows financial advisors to assess the value of their businesses and prepare for ownership transitions, expanding its practice …
SEI Launches Advisor Valuation and Succession Planning Portal Read More
WILMINGTON, DE — The Bancorp Inc. (Nasdaq: TBBK) has launched an embedded finance platform that allows nonbank businesses to integrate payments and other banking services into their digital products, expanding …
The Bancorp Expands Fintech Business With Embedded Finance Platform Read More
PHILADELPHIA, PA — Asset-Map Holdings Inc. has integrated its financial planning platform with artificial intelligence assistant Quin, allowing financial advisors to automate client record updates, meeting preparation and follow-up communications …
Asset-Map, Quin Integrate AI to Automate Financial Advice Read More
WEST READING, PA — Customers Bank, a nearly $27 billion financial institution and subsidiary of Customers Bancorp Inc. (NYSE: CUBI), has been recognized among the top 2.5% of eligible U.S. …
Customers Bank Ranks Among Top 2.5% for Banking Innovation Read More
DRESHER, PA — Ascensus is launching a platform designed to connect its more than 16 million workplace savers with financial advisors during job changes, retirement and other financial transitions, expanding …
Ascensus Links Workplace Savers to Financial Advisors Read More
WEST CHESTER, PA — F2 Strategy has acquired Callaway Cloud Consulting to expand its engineering, Salesforce, data, and artificial-intelligence capabilities as wealth-management firms increase spending on technology modernization and integration. …
West Chester Firm Makes Move Deeper Into Wealth Tech Read More
WILMINGTON, DE — Ualett launched an international money-transfer service for U.S. users sending funds to the Dominican Republic, Colombia and Mexico, expanding the fintech company beyond its GigAdvance product into …
Ualett Adds Cross-Border Transfers to Expand Fintech Platform Read More