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BERWYN, PA — Envestnet (NYSE: ENV) announced the rollout of a new planning tool, Dash, within its MoneyGuide platform as part of its first quarterly technology update of 2026, aimed …
Envestnet Launches Dash Planning Tool in MoneyGuide Platform Read More BERWYN, PA — Envestnet announced a series of platform enhancements as part of its first quarterly technology release of 2026 aimed at improving workflow efficiency, customization, and data-driven decision support …
Envestnet Announces Platform Enhancements in First 2026 Tech Release Read More BERWYN, PA — Envestnet announced the launch of Dash, a new financial planning tool within its MoneyGuide platform designed to help advisors begin planning discussions with prospective clients using limited …
Envestnet Launches Dash Planning Tool Within MoneyGuide Platform Read More
WAYNE, PA — iPipeline announced the launch of a new artificial intelligence-focused digital platform for life insurance, annuities and wealth products, beginning with the rollout of its iGO Evolve electronic …
iPipeline Launches AI-Driven Digital Platform for Insurers Read More
PHILADELPHIA, PA — Asset-Map Holdings, Inc. announced a new integration with Jump, marking one of Asset-Map’s first moves into artificial intelligence as it seeks to streamline how financial advisors capture, …
Asset-Map Taps AI With Jump Integration to Turn Advisor Meetings Into Action Read More WEST CONSHOHOCKEN, PA — PPB Capital Partners announced a major technology upgrade to its Private Investments Exchange, or PIX, a move the firm says will give financial advisors a faster, …
PPB Supercharges Private Markets Platform With Major PIX Technology Upgrade Read More BERWYN, PA — Envestnet has launched Inside WealthTech, a new blog and video series designed to give financial advisors and industry executives a front-row seat to the conversations shaping the …
Envestnet Pulls Back the Curtain on WealthTech’s Power Players Read More BERWYN, PA — Envestnet rolled out its fourth-quarter platform technology updates, capping a year of rapid investment and signaling a sharper push to modernize portfolio management and advisor workflows across …
Envestnet Unleashes Q4 Tech Push to Give Advisors a Sharper Edge Read More
WILMINGTON, DE — The Bancorp, Inc. (NASDAQ: TBBK) reported another solid quarter of growth, driven by strong fintech lending activity, higher transaction volumes, and an aggressive share repurchase strategy.
The Bancorp Posts Strong Q3, Boosted by Fintech Expansion and Share Buybacks Read More BERWYN, PA — Envestnet has launched professionally managed model portfolios featuring interval funds on its WealthTech platform, marking a major step in expanding advisor access to alternative investments. The new …
Envestnet Expands WealthTech Platform With Alternative Investment Portfolios Read More