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

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

May, 17 2016 | Christopher

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.

Read the full press release at: http://www.prweb.com/releases/LadenburgSymbil/Invessence/prweb13412616.htm

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