Envestnet bolsters $315 billion AUM with expanded services
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Envestnet Trust Services Exchange Adds Peak Trust Company, Rounding Out Access to Innovative Partners in Top-Tier Trust Planning Jurisdictions
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The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021 35 MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers.
Envestnet Exits JV, Leaving With Apprise Labs Estate Planning Tech
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