ISG (Nasdaq: III) said today it has acquired the AI Maturity Index, used to assess employee readiness, as part of a broader ...

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature. The new tool enables investors to choose how and when to rebalance ...

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, the Morningstar Fintech Showcase 2023 “Best in Show” winner and leading AI-powered direct indexing platform for Registered Investment Advisors (RIAs), ...

NEW YORK--(BUSINESS WIRE)--Syntax LLC, a New York based data provider, introduced today its new wealthtech platform, Syntax Direct TM, at the T3 Technology Conference 2024 in Las Vegas, Nevada. Syntax ...

Savvy, a digitally native registered investment advisor, is joining the increasingly crowded direct indexing market. Assets managed in direct indexing products reached $462 billion in the first ...

Franklin Templeton, a global investment management firm based in San Mateo, Calif., has added managed options strategies to its custom indexing platform, the firm announced today. This additions to ...

Franklin Templeton and Envestnet have expanded their previously announced partnership to give Envestnet’s advisors direct access to Franklin Templeton’s direct-indexing platform so they can build and ...

Despite the rapid development of the cryptocurrency market, experts believe a lack of simple investment tools, particularly index investing, are holding back beginner investors. Investing has always ...