Technology & software solutions

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AdvisorPeak brings trading and rebalancing to INVENT’s cloud native wealth management platform

AdvisorPeak brings trading and rebalancing to INVENT’s cloud native wealth management platform

AdvisorPeak has entered into a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT’s leading cloud technology platform. AdvisorPeak joins INVENT’s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak’s trading solutions are now available to seamlessly integrate with over 17,000 users on the INVENT platform. 

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StoneX Markets LLC launches self-service OTC platform

StoneX Markets LLC launches self-service OTC platform

StoneX Markets LLC, (StoneX Markets) a subsidiary of StoneX Group Inc, has rolled out significant enhancements to its cutting-edge self-service OTC Platforms for commodities trading. These enhancements, coupled with its integration into the StoneX Group ecosystem, collectively provides a single, digitised offering from which to fully access, manage and execute futures and options trading offered through the affiliated FCM, StoneX Financial Inc, as well as access to OTC markets offered through StoneX Markets LLC as a counterparty. 

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Everysk Technologies to provide risk monitoring tech for XP Inc

Everysk Technologies to provide risk monitoring tech for XP Inc

Everysk Technologies, Inc, an investment technology company providing multi-asset portfolio analytics with data-centric, machine learning techniques, has been selected by XP Inc, technology-driven financial services platform and trusted provider of low-fee financial products and services in Brazil, to provide automated portfolio risk monitoring technology to XP’s institutional asset management business. 

IN MY OPINION

Tackle it with technology

Tackle it with technology

David Wylie (pictured), Director of intelligent decisioning technology provider LendingMetrics, says that automated platforms need to be used more extensively by the wealth management sector if it is to fully comply with the growing volume of regulation…