Envestnet
Envestnet has entered into a strategic partnership with Compliance Solutions Strategies (CSS) to offer a comprehensive, fully customizable Form CRS software solution for registered investment advisers (RIAs) and broker-dealers to Envestnet clients.
Allianz
Allianz Global Investors joined Oranj’s model marketplace for financial advisors, adding active asset management to the growing wealth management technology platform. Active asset manager AllianzGI has more than 790 investment professionals in 25 offices globally and manages $608 billion in assets for individuals, families and institutions, the companies said.
iCapital Network
Financial technology platform company iCapital Network announced that they had closed a $146 million financing round. The iCapital platform helps advisors that need easy to use technology-enabled investment processes that help to incorporate alternative assets into their portfolios.
Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Vasyl is also the author of WealthTech Club, which conducts research into fortune and startup roboadvisor and wealth management companies in terms of the technology ecosystem.