Technology & software solutions

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Wealth Manager Sequoia Financial Group to employ ForwardLane's AI Insight Automation Platform

Wealth Manager Sequoia Financial Group to employ ForwardLane's AI Insight Automation Platform

Sequoia Financial Group, a registered investment advisor with more than USD7 billion in managed assets, following Sequoia's merger with Wealthstone Advisors, will employ technology from ForwardLane, an award-winning provider of personalized client insights for wealth and asset managers, to deliver more personalised, proactive advice to clients. 

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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.