Demonstrating the intensifying race to dominate adviser technology, Pershing broadened the scope of its B2B digital advice offerings, announcing on Wednesday it was bringing startups SigFig, Vanare and Invesco's Jemstep Advisor Pro onto its platform that also includes the still-developing robo Marstone.
As rapid digital change affects wealth management practices, an open API, multiple-solution approach allows for quick innovation and is the smartest strategy to serve different orders of adviser business, says Mark Tibergien, CEO of Pershing Advisor Solutions. He adds that Pershing may add other providers to its custody platform in the future.
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