DriveWealth has announced an expansion of its API portfolio. The latest set of APIs focus on wealth management and assist investment advisors to better serve their clients. The new APIs enable recommendations, automated portfolio balancing, and fully discretionary investor options.
RIA in a Box, a provider of compliance software for the wealth management industry, has announced a new API for the company’s MyRIACompliance platform. This new tool aims to streamline integration with third-party portfolio management system data.