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WealthTech Weekly
13 January 2020

WealthTech Weekly January 13, 2020

by INSART

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…
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WealthTech Weekly
6 January 2020

WealthTech Weekly January 6, 2020

by INSART

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…
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WealthTech Weekly
23 December 2019

WealthTech Weekly December 23, 2019

by INSART

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…
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WealthTech Weekly
16 December 2019

WealthTech Weekly December 16, 2019

by INSART

WealthTech Weekly December 16, 2019

James A. Combs Jr. is appointed to the Chalice Advisory Board. d1g1t will provide BBR's clients with its analytics, reporting and performance management software solution. Envestnet Yodlee will improve the visibility…
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WealthTech Weekly
9 December 2019

WealthTech Weekly December 9, 2019

by INSART

WealthTech Weekly December 9, 2019

STASH partners with WeAre8. AdvisorEngine's Junxure CRM will integrate with the Schwab's new digital account opening workflow. LifeYield integrates with Schwab Advisor Services. LPL introduced New Account Opening 2.0 tool.
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WealthTech Weekly
2 December 2019

WealthTech Weekly December 2, 2019

by INSART

WealthTech Weekly December 2, 2019

Wellington Management will use Artivest's open-architecture digital platform. eToro's new global investment portfolio is focused on foodtech. Interactive Brokers Group offers fractional shares of almost any US stock. Robinhood withdraws its bank charter…
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WealthTech Weekly
25 November 2019

WealthTech Weekly November 25, 2019

by INSART

WealthTech Weekly November 25, 2019

Pro.com partners with SoFi. RedBlack will provide Evoke Wealth with portfolio rebalancing and trading solutions. iCapital Network partners with PIMCO. Broadridge Financial Solutions purchased ClearStructure Financial Technology. Alchemy Technologies partners with Plaid. Wellington Management chose Artivest's…
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WealthTech Weekly
18 November 2019

WealthTech Weekly November 18, 2019

by INSART

WealthTech Weekly November 18, 2019

FastWealth partnered with DriveWealth. BridgeFT integrates and partners with AdvisorPeak. Smartleaf will optimize the back-office processes at First Western Trust Bank. WeInvest launched a new product. Envestnet|Tamarac and Flyer presented their integrated…
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WealthTech Weekly
11 November 2019

WealthTech Weekly November 11, 2019

by INSART

WealthTech Weekly November 11, 2019

Infinex partners Jemstep. Bridge Financial Technology and Wealthbox CRM integrate and partner. AdvicePay and Valmark announced a new strategic partnership. StratiFi Technologies integrates with SS&C's Black Diamond Wealth Platform. Envestnet adds Yodlee FinApps…
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WealthTech Weekly
4 November 2019

WealthTech Weekly November 4, 2019

by INSART

WealthTech Weekly November 4, 2019

Chalice and Succession Link are now both available through a single sign-on. TradeZero America has signed Apex Clearing to enhance its brokerage functions. eMoney integrates with TD Ameritrade Institutional’s Veo One. Tradier Brokerage…
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