Tag : AdvisorPeak

AdvisorPeak Introduces New Model Portfolios on Trading Platform
Fintech Investment Services News Risk Management Trading

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based trading and rebalancing platform today. Over 900 advisors and wealth management professionals now have access to THOR Financial Technologies’ ESG, Global, Individual Stock, and U.S. Models. THOR provides a technology-driven, proactive investment management engine along with model portfolios that are time and......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News Trading

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Fintech News Desk
by Fintech News Desk0
AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak at no cost and with no strings attached. Advisors who have or had an active contract in 2020 with Oranj (recently closed), RedBlack......
AdvisorPeak Bundles Rebalancing Solution for Panoramix Users
Business Fintech News

AdvisorPeak Bundles Rebalancing Solution for Panoramix Users

Fintech News Desk
by Fintech News Desk0
AdvisorPeak announced a partnership today with Panoramix, an innovative advisor technology platform. The integration combines AdvisorPeak’s tax-efficient, risk-based trading and rebalancing system with Panoramix innovative performance reporting and billing technology platform into one unified offering for the wealth management industry. “We pride ourselves on integrating with other best-of-breed technology platforms. As a......
AdvisorPeak Enhances Investment Analytics for RIAs
Fintech Investment Services News

AdvisorPeak Enhances Investment Analytics for RIAs

Fintech News Desk
by Fintech News Desk0
Partnership with FinMason integrates analytics engine into rebalancing platform AdvisorPeak announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio and security-level investment analytics as part of the trading and rebalancing platform. The integration empowers advisors through an intuitive interface designed to manage......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
Fintech News Trading

Shareholders Service Group Partners with AdvisorPeak

Fintech News Desk
by Fintech News Desk0
Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage and custodial services of SSG now have access to AdvisorPeak’s online trading and rebalancing platform at a custom price. Read More: Jack Henry......
Robertson Stephens and StratiFi Technologies Announce New Partnership
Fintech Radar Investment Services News Risk Management Trading

StratiFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle

Fintech News Desk
by Fintech News Desk0
StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi’s institutional-quality risk analysis technology within AdvisorPeak’s leading-edge trading and rebalancing platform to optimize advisors’ time and user experience. Read More: Usio Announces Record Full Year 2019 Transaction......
1