Tag

Upside

8 articles

Articles tagged "Upside"

Robo-advisors are supposed to reach millennials but their automation carries over into the persona of their websites.

Mar 15, 2016

The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials

Whether you're talking B2B or B2C, the eRIA robo-advisor website personae are dull, disconnected and trying too hard to act grown-up

Tom Kimberly: Incumbent custodians like Charles Schwab and others haven’t kept up.

Nov 19, 2015

Betterment hires an RIA chief who reframes the vision from 'robo' to 'one-throat-to-choke' custodian -- and viable Schwab competitor

Fresh off selling Upside to Envestnet, Tom Kimberly is Betterment Institutional's general manager and architect of a new vision

Oleg Tishkevich will join Envestnet as financial planning chief.

May 6, 2015

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

Eric Clarke [far l.] listens raptly as Simon Roy [far r.] touts Jemstep, then inks a deal with him over cocktails. Also pictured: Trizic founder Brad Matthews and Upside user, 'Downtown' Josh Brown

Apr 22, 2015

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other

Stuart DePina: All that plumbing is there but it's not what the end investor sees. This Upside technology is the last mile

Mar 2, 2015

Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform

Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated

Josh Brown: We know the alternatives and we don't like them and we're really happy we have a suggestion.

Oct 6, 2014

Josh Brown and Barry Ritholtz, masters of the financial Twitter/blogging universe, launch a robo effort to monetize their followers

The pair's modest RIA and immodest following could come catch fire with Upside as a partner

Upside

Articles tagged "Upside"

The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials

Betterment hires an RIA chief who reframes the vision from 'robo' to 'one-throat-to-choke' custodian -- and viable Schwab competitor

Envestnet acquires Finance Logix on heels of Upside

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform

Josh Brown and Barry Ritholtz, masters of the financial Twitter/blogging universe, launch a robo effort to monetize their followers

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