The new version adds basic financial planning, trading and better GIPS compliance components to its core reporting and billing technology.

The group of nine technology-sharing startups will pursue additional growth with the funding.

Long-time users praised the new dashboard, simplified navigation and ease-of-use saying the reboot will appeal to new advisors.

Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.

The rapidly growing Addepar needed a native rebalancer in its platform, which now has $3 trillion in assets under advisement.

Already working with more than 400 firms, BasisCode's compliance tech features will be incorporated into Orion's advisor offering.

Model portfolio marketplaces on fintech platforms were hyped as the next wave of innovation for indie advisors. But some asset managers say the money is just not showing up.

Everest Consolidator Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.