When completed, the integration will allow Axos client firms access to Envestnet’s menu of managed account offerings.

The Bank of New York Mellon Corporation BK has acquired Archer Holdco, LLC (“Archer”), a leading technology-enabled service ...

The partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.

Envestnet's managed account features are now integrated into Axos Clearing's Axos Complete portal, providing hybrid ...

Often, an employer can help provide some data themselves, such as salary info, contribution rates, and account balances, through data integrations with their recordkeeper and managed accounts ...

"Fiduciary relationships require provider firms and advisors to prioritize clients' best interests before their own, while making their best efforts to ensure they minimize the potential impact of ...

Medical Properties Trust (NYSE:MPW) on Friday announced a binding agreement, pursuant to which majority of Prospect’s managed ...

The wealth technology behemoth has entered into two new integration partnerships with Axos Clearing and Pontera, aiming to ...

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The partnership will integrate Envestnet’s managed account solutions into Axos Clearing’s Axos Complete portal, empowering hybrid broker-dealers (BDs) and registered investment advisers (RIAs) to ...