AssetMark has bought OBS Financial, another turnkey platform, from Canandaigua National Corp. OBS has more than $2 billion in assets on its platform and supports more than 300 financial advisors and 21 banks that together serve 6,500 investors, the AssetMark announcement says.


InvestCloud announced the launch of InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs).


Broadridge Financial Solutions has completed its previously announced acquisition of FundsLibrary. The acquisition accelerates Broadridge’s pan-European regulatory communications and digital data platform, supporting the lifecycle of fund data, documents, and regulatory reporting for the investment industry.