LaSalle St. launched GuideTrack, a flexible and technology-enabled financial planning platform. Discovery Data released a new service called Lead Enrichment. Envestnet | MoneyGuide is now offering Plan Analytics Premium. eMoney Advisor announced the launch of its new mobile app, Incentive. Riskalyze announced its expanded integration with Envestnet. CenterState Bank will be joining LPL Financial Institution Services. ClearPoint Capital is joining with Ameriprise Financial from LPL Financial. Commonwealth hires Scarlett Abraham Clarke as a chief diversity and inclusion officer.
LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, announced the launch of GuideTrack, a flexible and technology-enabled financial planning platform that empowers financial advisors to more effectively serve tech-savvy clients who want a digitally-enhanced service experience but still value the counsel of a trusted advisor. GuideTrack utilizes Fidelity Automated Managed Platform (AMP), Fidelity Institutional’s award-winning, financial planning-led digital advice solution co-developed with eMoney Advisor.
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Commonwealth hires first chief diversity and inclusion officer. Scarlett Abraham Clarke’s focus is on making sure corporate workplaces feel safe for everyone. “My philosophy has always been that people should just be allowed to be,” she said. “We all have structure and guidelines, but I wanted to be able to bring my whole self to work.”
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Riskalyze announced its expanded integration with Envestnet, Inc., allowing advisors to create proposals for asset allocations through a single sign-on between the two platforms.
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The wealth management program at CenterState Bank will be joining LPL Financial Institution Services as a result of a merger with South State Bank, an LPL client.
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Discovery Data, the market leader with superior data and analytics on firms and people in the financial services and insurance industries, announced that the company has released a new service called Lead Enrichment.
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ClearPoint Capital, a family wealth management firm with offices in Bangor and Portland, Maine, and $224 million in managed client assets, is joining with Ameriprise Financial from LPL Financial.
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After launching plan analytics earlier this year, Envestnet | MoneyGuide is now offering Plan Analytics Premium, an add-on component that takes the data sifting and visualization capabilities of the current version to the next level. The premium version is available to new and existing MoneyGuide subscribers, including users of MoneyGuideOneSM, MoneyGuidePro®, and MoneyGuideEliteSM.
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eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the launch of its new mobile app, Incentive, during the 2020 eMoney Summit.
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