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FinTech

Envestnet
Business

Envestnet to Spotlight HNW Strategies at Elevate 2026 Conference

May 8, 2026May 8, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet announced the agenda for its Elevate 2026 conference, where the company plans to focus on strategies and technology tools designed to help financial advisors manage the …

Envestnet to Spotlight HNW Strategies at Elevate 2026 Conference Read More

Business news
Regional

creditpath.io Expands Advisor-Focused Credit Platform Nationwide

April 27, 2026April 26, 2026 - by Timothy Alexander

MIDDLETOWN, DE — creditpath.io has expanded its advisor-focused credit platform nationwide to support financial advisors seeking liquidity solutions without requiring asset liquidation or changes to long-term investment strategies.

creditpath.io Expands Advisor-Focused Credit Platform Nationwide Read More
Envestnet
Strategic Combinations

iCapital, Envestnet Expand Partnership on Investment Platform

April 23, 2026April 21, 2026 - by Timothy Alexander

BERWYN, PA — iCapital and Envestnet said they expanded their strategic partnership to integrate iCapital’s alternative investment capabilities into Envestnet’s Unified Managed Account platform.

iCapital, Envestnet Expand Partnership on Investment Platform Read More

eMoney
Regional / Technology

eMoney Enhances Foundational Planning With Updated Interface

April 23, 2026April 21, 2026 - by Timothy Alexander

RADNOR, PA — eMoney Advisor said it enhanced its Foundational Planning solution with a redesigned interface and integration with its CoPlanner tool to streamline financial planning workflows for advisors.

eMoney Enhances Foundational Planning With Updated Interface Read More
SEI Investments Company
Regional / Technology

SEI Launches Digital Onboarding Platform for CIT Investments

April 23, 2026April 21, 2026 - by Timothy Alexander

OAKS, PA — SEI (NASDAQ: SEIC) said it recently launched SEI Access for CITs, a digital onboarding platform designed to streamline collective investment trust adoption for defined contribution plan stakeholders.

SEI Launches Digital Onboarding Platform for CIT Investments Read More

Vanguard
Products and Services

Vanguard Launches AI Tool for Advisor Portfolio Analysis

April 16, 2026April 15, 2026 - by Timothy Alexander

VALLEY FORGE, PA — Vanguard said it recently launched Expert Insights, an AI-enabled portfolio analysis tool designed to help financial advisors generate personalized investment guidance and scale client support.

Vanguard Launches AI Tool for Advisor Portfolio Analysis Read More
eMoney
Regional

eMoney Expands Client Portal With Branding and Planning Tools

April 9, 2026April 8, 2026 - by Timothy Alexander

RADNOR, PA — eMoney Advisor updated its Premium Client Portal to add expanded branding features and interactive financial planning tools aimed at increasing client engagement and collaboration.

eMoney Expands Client Portal With Branding and Planning Tools Read More

Quavo Fraud & Disputes
Regional / Technology

Quavo Launches AI Tool for Financial Dispute Management

April 7, 2026April 6, 2026 - by Timothy Alexander

WILMINGTON, DE — Quavo, Inc. announced the launch of Aria, an artificial intelligence tool designed to automate and manage dispute resolution processes for financial institutions, the company said.

Quavo Launches AI Tool for Financial Dispute Management Read More
Envestnet
Business / Technology

Envestnet Adds Interval Funds to Unified Managed Account Platform

March 29, 2026March 28, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet announced the availability of a first series of interval funds within its Unified Managed Account platform, allowing financial advisors to access private market investments within a …

Envestnet Adds Interval Funds to Unified Managed Account Platform Read More
eMoney
Regional

eMoney Advisor Launches CoPlanner Financial Planning Feature

March 19, 2026March 18, 2026 - by Timothy Alexander

RADNOR, PA — eMoney Advisor has launched CoPlanner, a new feature designed to help financial advisors generate comprehensive financial plans more quickly while maintaining control over recommendations, the company announced.

eMoney Advisor Launches CoPlanner Financial Planning Feature Read More

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