Chester County News and Community Website
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
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 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