AdvisorPeak Enhances Investment Analytics for RIAs

AdvisorPeak Enhances Investment Analytics for RIAs

Partnership with FinMason integrates analytics engine into rebalancing platform SALT LAKE CITY, June 11, 2020 — AdvisorPeak announced a partnership today with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class...
Shareholders Service Group Partners with AdvisorPeak

Shareholders Service Group Partners with AdvisorPeak

SALT LAKE CITY, May 4, 2020 — Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage and...