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WealthTech Weekly
5 November 2018

WealthTech Weekly November 5, 2018

by INSART

WealthTech Weekly November 5, 2018

Australian IRESS launches a new client portal to improve client engagement. SigFig launches new advisor-focused platform with “coaching” tools. Marstone announced the launch of BlackRock Model Portfolio Solutions on its platform. eMoney Advisor…
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WealthTech Weekly
29 October 2018

WealthTech Weekly October 29, 2018

by INSART

WealthTech Weekly October 29, 2018

DriveWealth partners with Verrency. Vestmark partners with Oranj. SS&C Technologies integrates ERS with its TRAC. SEI integrates with Advizr's financial planning tool. Advyzon integrates with Schwab OpenView Gateway. Riskalyze integrates with MyRepChat. Wealthfront offers retirement…
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WealthTech Weekly
22 October 2018

WealthTech Weekly October 22, 2018

by INSART

WealthTech Weekly October 22, 2018

Fidelity launches a new company conceived to trade cryptos and a new digital marketplace to help advisors deepen existing integrations. Envestnet | Yodlee Risk Insight Solutions will be integrated with Freddie…
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WealthTech Weekly
15 October 2018

WealthTech Weekly October 15, 2018

by INSART

WealthTech Weekly October 15, 2018

Last week, we saw many announcements of partnerships and integrations. TD Ameritrade introduced a new platform for financial investors. Robinhood launched its own trade-clearing system. Interactive Brokers now offers its PortfolioAnalyst tool…
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WealthTech Weekly
8 October 2018

WealthTech Weekly October 8, 2018

by INSART

WealthTech Weekly October 8, 2018

DriveWealth has entered new business. Apex Clearing enables commission-free trading.  Finicity will share customer information with financial apps and services. The Wealthsimple Pension will help people to save for the future. Trustee Partners has rebranded…
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WealthTech Weekly
1 October 2018

WealthTech Weekly October 1, 2018

by INSART

WealthTech Weekly October 1, 2018

TD Ameritrade was fined $500k. RightCapital launches a white-labeled, native mobile app. BlackRock collaborates with Thomson Reuters to launch an ETF. FinMason partnered with Totum Risk to power intuitive graphs…
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WealthTech Weekly
24 September 2018

WealthTech Weekly September 24, 2018

by INSART

WealthTech Weekly September 24, 2018

The second generation of Unify platform from Entreda. InvestEdge announces a unified managed account. Robinhood sells users’ data. Crypto-related projects from Fidelity Investments. An agreement between Emotomy and Transatlantique Private…
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WealthTech Weekly
17 September 2018

WealthTech Weekly September 17, 2018

by INSART

WealthTech Weekly September 17, 2018

Robinhood plans to conduct IPO. EValue helps The Pensions Advisory Service to launch a digital assistant. MoneyGuidePro releases fifth-generation financial planning tool. Betterment makes advice more accessible and personalized via its…
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WealthTech Weekly
10 September 2018

WealthTech Weekly September 10, 2018

by INSART

WealthTech Weekly September 10, 2018

RetireUp integrates with Wealthbox, New Wealth Experience collaborates with Morningstar Research, TradingScreen partners with Imagine Software, and Orion partners with Schwab. Personal Capital, Thomson Reuters, and Robinhood announced new services.…
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WealthTech Weekly
3 September 2018

WealthTech Weekly September 3, 2018

by INSART

WealthTech Weekly September 3, 2018

Last week Fidelity Investments announced that they have amassed $2 trillion in assets for retirement planning, Vanguard claimed top overall honors in The Robo Ranking, and IRESS announced a new initiative to…
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