InvestCloud merges with Tegra118 to create ‘portfolio m anagement juggernaut’

Arizent.com The combined company will service $4 trillion in assets and is valued at $1 billion.

Unsubscribe View in browser 1. InvestCloud merges with Tegra118 to create ‘portfolio management juggernaut’ By Ryan W. Neal 3 min read The combined company will service $4 trillion in assets and is valued at $1 billion. Read More → 2. Plaid CEO: ‘Embedded finance’ driving new wave of fintech innovation By Ryan W. Neal 2 min read This could be "could be much larger than we expect,” Zach Perret says. Read More → 3. How Orion and Focus Financial plan to stand out in a crowded cash management market By Ryan W. Neal 3 min read Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients. Read More → 4. Insurer to buy $3B TAMP as incumbents seek wealthtech convergence By Tobias Salinger 3 min read Sammons is trying to solve the longtime question of how best to combine planning with certain products through technology. Read More →

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