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Envestnet Expands Their TAMP Empire with FolioDynamix Deal

Envestnet Expands Their TAMP Empire with FolioDynamix Deal

Posted by on Sep 27, 2017 in Industry Analysis

When the same football team keeps winning the Super Bowl or the same baseball team keeps winning the World Series, everyone gets used to hearing the same teams names mentioned every year. The same might be true for acquisitions in the wealth management technology space.  For the past few years, the name behind much of the […]

RBC Tries to Jumpstart RIA Custody Business with New Platform

RBC Tries to Jumpstart RIA Custody Business with New Platform

Posted by on Aug 24, 2017 in Industry Analysis, Technology

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]

WealthManagement.com: What’s Riskalyze Building?

WealthManagement.com: What’s Riskalyze Building?

Posted by on Aug 14, 2017 in Industry Analysis

“The future is already here — it’s just not very evenly distributed”. When science-fiction writer William Gibson came up with this maxim in the early 1990’s, he was referring to how technological advances are unevenly spread across the globe. The same holds true for technological advances across the fintech space. Take Riskalyze for example. When the company was […]

Can Retail Model Marketplaces Challenge TAMPs for Assets?

Posted by on Aug 7, 2017 in Portfolio Management

This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]

How Envestnet | Yodlee’s Startup Incubator Nurtures Data-Driven Innovators

How Envestnet | Yodlee’s Startup Incubator Nurtures Data-Driven Innovators

Posted by on May 4, 2017 in Industry Analysis

“All life is an experiment. The more experiments to you make, the better.” — Ralph Waldo Emerson The startup game is not for the faint of heart.  While there are thousands of new companies being launched by bright-eyed entrepreneurs every year, only a small percentage will turn out to be successful. This is especially true in the […]

Orion Advisor Tries to Eclipse the Competition With New Portfolio Rebalancer

Orion Advisor Tries to Eclipse the Competition With New Portfolio Rebalancer

Posted by on May 2, 2017 in Portfolio Management

Back in the early 1990’s, when software was still delivered on floppy disks, it was common for software to be sold as separate applications, with each one costing hundreds of dollars each.  They didn’t communicate with each other and their user interfaces were often completely different. But then, Microsoft, which was just getting a handle […]

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Posted by on Apr 24, 2017 in Industry Analysis, Technology

It is a great time to be an independent RIA.  At least when it comes to technology.  There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space.  Innovative companies […]

Pershing Looks to Natixis to Help Them Catch Envestnet in UMA

Pershing Looks to Natixis to Help Them Catch Envestnet in UMA

Posted by on Apr 20, 2017 in Industry Analysis

Unified Managed Accounts (UMA) never achieved the expected market domination or lived up to the peak hype that existed before the financial crisis.  Now, it is just another managed account program, alongside Separately Managed Accounts (SMA), Mutual Fund Wrap (MFW), Rep-as-Advisor (RAA) and Rep-as-PM (RPM).  While UMA currently holds only around 12% of all advisory assets, according […]

4 Secrets of Successful RIA Rollups

4 Secrets of Successful RIA Rollups

Posted by on Apr 9, 2017 in Conference Summaries

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]

Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket

Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket

Posted by on Feb 21, 2017 in Risk Management, Technology

The waiting is over.  And we didn’t have to wait all that long.  We finally know what Riskalyze CEO Aaron Klein did with the $20 million in Series A funding the firm raised last October. They built their own Turnkey Asset Management Platform (TAMP). The reveal occurred at last week’s T3 Advisor Conference in Los Angeles, CA.  Klein kicked […]