11/10/2021
“The automated solution will result in reduced time spent on paper-based administration and data entry for advisers, as well as increased connectivity between licensees, advisers, clients and platforms,”
10/29/2021
All of the products are designed to "help bridge the gap" between retail investors, financial advisors, and asset managers and focus on "proven science, investment management, software, and algo technology".
10/26/2021
This technology will add data-mapping tools, flexible data models, and rules engines to further enhance current capabilities.