Blog


SEC’s White: Robo advice has broad potential

November, 15 2016 | Christopher

SEC’s White: Robo advice has broad potential

WASHINGTON — Robo advice gained a strong voice of support from SEC Chairwoman Mary Jo White, who said it has the potential to offer retail investors “broader and more affordable access to our markets.” Addressing the SEC’s first ever fintech forum, White said that the regulatory body was focused on treating robo advisers as RIAs. […]

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Morningstar Fintech Forum – Invessence

November, 11 2016 | Christopher

Morningstar Fintech Forum – Invessence

Many thanks to the team at Morningstar for the invitation to the FinTech Forum. Looking forward to visiting the newly launched technology floor and a panel discussion led by Tricia Rothschild, head of global advisor solutions at Morningstar. Chicagoland emerging FinTech companies will be on-site, demoing their capabilities. Event details: https://www.eventbrite.com/e/morningstar-fintech-forum-tickets-28539242643?aff=ebapi#

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Invessence and PrairieSmarts Partner to Arm Advisors with Better Risk Assessment Tools for Easier DOL Compliance

November, 2 2016 | Christopher

Invessence and PrairieSmarts Partner to Arm Advisors with Better Risk Assessment Tools for Easier DOL Compliance

CHATHAM, NEW JERSEY (PRWEB) NOVEMBER 02, 2016 Digital wealth management technology provider Invessence announced today that it has partnered with PrairieSmarts, an innovative risk analytics firm, to provide risk assessment tools for financial advisors and their clients. Enhancing Invessence’s comprehensive digital wealth platform, the robust risk tools from PrairieSmarts will assist advisors in calculating, documenting […]

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Advisor Technologies to Seize the Digital Opportunity: Comparing Vendor Solutions

October, 31 2016 | Christopher

Advisor Technologies to Seize the Digital Opportunity: Comparing Vendor Solutions

Boston, October 27, 2016 – Dozens of business-to-business digital wealth platforms have emerged to help incumbent advisory firms digitize their practice. These fintech firms either provide technology to support digital client engagement or digital investment management. What are the key considerations wealth management firms must take into account when developing a digital advisor strategy and […]

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Invessence Taps MX’s Aggregation Capabilities for its Digital Advisor Platform

October, 10 2016 | Christopher

Invessence Taps MX’s Aggregation Capabilities for its Digital Advisor Platform

SILICON SLOPES, Utah, Oct. 10, 2016 /PRNewswire/ — Digital wealth management technology provider Invessence announced today that it has partnered with MX to provide account aggregation capabilities for its client base. Aggregation will enable advisory firms on the Invessence platform to gain a holistic, current view of an investor’s financial situation, including both accounts managed by […]

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