Invessence Partners with Ladenburg Thalmann Powering Digital Advice Platform $ymbil℠

May, 17 2016 | Prashant Mehta

Digital wealth management technology provider Invessence has partnered with financial services firm Ladenburg Thalmann Financial Services Inc. (“Ladenburg”) to launch a self-service online investment platform called $ymbil℠. The new service enables financial advisors of Ladenburg’s affiliated broker-dealers the opportunity to reach a broader range of clients through the $ymbil℠ platform. $ymbil℠ matches clients to a diversified portfolio consistent with their personal risk tolerance, while improving advisor efficiency by automating client registration, account administration and reporting processes into a streamlined end-to-end solution.

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