Technology- Page 7 of 11

Technology

January 24, 2024

Morningstar To Use iCapital to Help Advisors Access Alternatives

The goal is to bring the same kind of unbiased evaluation of alternative investments as Morningstar brought to mutual funds, and help advisors "see" the investments working inside the client's total portfolio.

January 24, 2024

CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors

CAIS Live intends to organize up to 100 events nationwide per year, reaching over 15,000 independent advisors,” said Matt Brown, Founder and CEO of CAIS.

December 20, 2023

Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform

For the $5 trillion of assets tracked on the platform, approximately 60% are in marketable securities that are held at custody banks.

December 18, 2023

Alternative Investment Exchange (AIX) Enters Partnership with Virtus Real Estate Capital

With AIX, investors can now monitor their positions and access distribution and capital-call notices, account statements, and K-1s, all from a single portal.

December 14, 2023

Addepar Surpasses $5 Trillion in Assets on its Platform, Boosted By Exceptional Client Growth

Addepar has an ambitious growth trajectory and the company is on a path to be the technology and data platform that connects the $255+ trillion global investment ecosystem.

December 5, 2023

Wealthtech Addepar Shares Latest Updates, Including Focus on Generative AI

As part of a note shared by Addepar, the wealthtech firm has shared key platform developments, research insights along with client, partner and company announcements.

December 5, 2023

StratCap Secures Portfolio of 72 Cell Towers

StratCap continues to expand its footprint in the digital infrastructure sector and believes the StratCap Wireless team’s significant experience as operators in the wireless arena has had a significant impact on the Company’s success...

December 5, 2023

CAIS Expands Alts Offering with Pershing with No Transaction Fees

It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.

December 5, 2023

Harnessing the Alts Tech Advantage

Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously...