Tag: iralogix

9 best trading tools for wealth management in 2025

Firms across the wealth and asset management sector continue to digitise their operations. A core area to update is digital trading tools.  

Morningstar Investment Management and Envestnet join forces to provide personalised IRAs

Morningstar Investment Management has teamed up with Envestnet in a bid to make institutionally priced investment options accessible to a wider audience. 

IRA record keeping solution IRALOGIX bags $22m

IRALOGIX, which develops IRA record keeping technology, has raised $22m in a new funding round.

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