The platform comes with a prepackaged duo of analytical models commonly used by Salesforce customers.

Companies need a flexible security architecture that complies with regulations and can accommodate a dispersed and mobile workforce using many apps and devices. 

Advisors who use Morningstar Office Cloud can access the model portfolio platform at no extra charge; 13 asset managers are participating, including American Funds, BlackRock and Vanguard.

Apprise Labs' legacy and estate tools are demonstrated by an animated Walters in front of an eager group of advisors at Envestnet conference.

Sovereign bonds? There's a token for that.

These integrations include data flow improvements between the CRM application and Orion platform, as well as with Constant Contact and MyRepChat

Forty-seven percent of institutional investors said digital assets are worth investing in.

One-on-one with Jud Bergman, who discusses financial planning, Apprise Labs, the big tech name he hopes to emulate and more in a wide-ranging Q&A.

Leaders in the financial services space must welcome disruption but only in its capacity to better serve clients. Here’s how financial advisors can learn from emerging tech giants to put the client experience first.