Envestnet’s RIA and financial planner clients now have access to more investment manager due diligence, research applications, asset allocation modeling and multi-manager portfolios, thanks to the firm’s acquisition of Prima Capital Holding.
Prima Capital, based in Denver, made a name for itself as a provider of due diligence and other research services to top banks, regional broker-dealers, trust companies and accounting firms. Envestnet did not disclose the terms of the deal.
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