With the Orion integration, those efficiencies are now enriched by real-time portfolio intelligence, making DataDasher's insights more relevant, actionable and timely.
"Not only are we expanding our investment offerings with these new products, but we are also giving advisors a dynamic toolkit that helps them scale their practice and deliver truly differentiated value to every client."
The Private Model Marketplace will allow advisors to access professionally-managed private fund models consisting of all semi-liquid alternative products. In contrast to the alternative “paper” models in market today, GeoWealth’s platform will facilitate rebalancing and cash management.
“Serving trust companies and regional and community banks has been integral to our business for more than 55 years, and we understand the increasing challenges they face in a dynamic and competitive wealth management landscape."
The FlexDirex strategies use Direxion leveraged and inverse single-stock ETFs, which seek daily leveraged or inverse exposure to an underlying security. Direxion is a leading provider of tactical ETFs.
To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.
The new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business.
