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Invessence at Converge: The Robo-Advisor Forum on April 25th (NYC)

March, 9 2017 | Christopher

Invessence at Converge: The Robo-Advisor Forum on April 25th (NYC)

Join Jigar Vyas (CEO) at Converge: The Robo-Advisor Forum on April 25th at the Harmonie Club in NYC. The rise of automated investment advice platforms has captured everyone’s attention. Robo-advisors are more than just a new player in the game, they’re a fundamental disruption. Will this new fintech put you under, or is it an […]

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Invessence at the Investment Management Product Strategy Forum on March 8th (NYC)

March, 7 2017 | Christopher

Invessence at the Investment Management Product Strategy Forum on March 8th (NYC)

Join Christopher Lengle (Chief Strategy Officer) at the Investment Management Product Strategy Forum. Attend this year’s forum designed to provide an in-depth examination of current and future trends in the investment management industry to help you develop your ideal offerings. Learn about the challenges and opportunities posed by a greater shift towards robo-advisor technology in […]

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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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