• Pro.com partners with SoFi to revolutionize how homeowners finance and complete their remodels, renovations and upgrades.
• Evoke Wealth selected RedBlack for portfolio rebalancing, trade order management and straight-through processing.
• iCapital Network partners with Pimco to connect HNW investors to non-traditional investments.
• Broadridge Financial Solutions purchased ClearStructure Financial Technology.
• Alchemy Technologies partners with Plaid to support account and asset verification for improved lending decisions.
• Wellington Management chooses Artivest’s open-architecture digital platform to help provide financial advisors and qualified HNW investors access to its alternative strategies.
• Charles Schwab is buying TD Ameritrade.
Pro.com, a digital platform focused exclusively on building custom homes and major remodels from start to finish, announced a new partnership with online personal finance company SoFi aimed at revolutionizing how homeowners finance and complete their remodels, renovations and upgrades.
RedBlack Software LLC, which focuses on portfolio rebalancing and trading, announced that Evoke Wealth LLC, a Los Angeles-based registered investment advisor with approximately $3.8 billion in regulatory assets under management, has selected RedBlack for portfolio rebalancing, trade order management and straight-through processing.