Chester County News and Community Website
BERWYN, PA — Independent Financial Group, LLC (IFG) has announced an expansion of its long-standing partnership with Envestnet. This collaboration is set to empower IFG’s network of over 600 independent …
Independent Financial Group Amplifies Wealth Management Capabilities Through Envestnet Partnership Read More BERWYN, PA — The investment market evolves continually, presenting intricate scenarios that challenge the knowledge and skills of financial advisors. In the rapidly advancing landscape of wealth management, the T3/Inside …
Envestnet Emerges as Forefront Industry Leader in Advisor Software: Demystifying the Complexities of Investment Planning Read More
KING OF PRUSSIA, PA — Sagent, a leading fintech company, has announced a new seven-year alliance with independent mortgage bank CMG Financial. The partnership aims to enhance the enterprise and …
Sagent to Power Homeowner Experience for CMG Financial in Seven-Year Partnership Read More BERWYN, PA — In a significant industry nod, Envestnet | PMC has been honored with the Asset Management Platform of the Year award at the WSR Wealth Exemplar Awards. The …
Envestnet | PMC Scoops WSR Wealth Exemplar Award for Asset Management Platform of the Year Read More
OAKS, PA — In response to the booming active ETF market, Cullen Capital Management LLC has chosen SEI’s (NASDAQ: SEIC) Advisors’ Inner Circle Fund as its operational platform for launching …
Cullen Capital Leverages SEI Platform for Its First Active ETF Amid Surging Market Growth Read More
RADNOR, PA — Delaware County-based fintech firm eMoney Advisor has rolled out a significantly enhanced version of its Client Portal, featuring a sleek, user-friendly design and a dedicated space for …
eMoney Advisor Unveils Revamped Client Portal to Strengthen Advisor-Client Interaction Read More KING OF PRUSSIA, PA — Sagent, a fintech software titan supported by Warburg Pincus, has unveiled its groundbreaking mortgage software platform, Dara. Designed to revolutionize mortgage servicing, Dara is the …
Introducing Dara by Sagent: Transforming Mortgage Servicing with Unified Data and User Experience Read More OAKS, PA — SEI® (NASDAQ: SEIC), a leading provider of technology and investment solutions, has announced a strategic investment of $10 million in TIFIN, an innovation platform that is spearheading …
SEI Invests $10 Million in AI Pioneer TIFIN to Revolutionize Wealth Management Read More BERWYN, PA — Fintech giant Envestnet has announced the launch of its innovative RIA Growth Lab. This new consulting capability aims to bolster the growth and productivity of RIAs by …
Envestnet Unveils RIA Growth Lab, Aims to Boost Productivity and Valuation for RIAs Read More
WAYNE, PA — Fintech giant Acrisure announced the formation of its Mid-Atlantic Region, which will encompass its businesses in Pennsylvania, Delaware, Maryland, Virginia, and West Virginia. The newly formed region …
Acrisure Announces Formation of Mid-Atlantic Region, Eyes Expansion in 2024 Read More