FinTech extends digital asset allocation and portfolio construction product, adds emerging markets capabilities, enhances investment research.

Support and funding for product localization provided by Sanlam Investments

Top tier RIA benefits from Active Allocator investment methods.

Leading Asset Allocation Portal Constructs Bespoke Portfolios in Under Ten Minutes

Membership Signals Commitment to Leadership Role in U.S. Retirement Security

Innovative FinTech integrates cutting edge TradeIt platform to let retail investors instantly place securities orders

Accomplished international financial services executive joins Fintech startup board

Top investment management and broker dealer attorney joins FinTech startup board