Itiviti launches unified offering following merger with Ullink. Stash launches Stock-Back™, a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched Wealthsimple Trade, a commission-free stock-trading mobile app. Oranj announced a strategic integration with MoneyGuide. Envestnet plans to acquire PIEtech, the parent company of MoneyGuidePro. Betterment for Advisors is to be integrated with CRMs of Wealthbox and Redtail.
Itiviti, a technology and service provider to financial institutions worldwide, has launched a unified products and solutions portfolio following its merger with Ullink.
Based on a modular, open architecture, Itiviti’s solution facilitates tailored, customised deployments, including integration with third parties. For customers, this means faster time-to-market and the ability to quickly adapt to business needs and regulatory change.
Find details here.
STASH, one of the fastest growing financial platforms in the U.S., simplifying how millions of Americans save and invest, announced the official launch of its mobile-first banking services in partnership with Green Dot Corporation and its subsidiary bank, Green Dot Bank. The launch follows on the heels of the company’s Series E fundraise of $65M. The funding will be used to increase product growth and propel brand awareness.
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Entreda, an industry-leading developer of integrated cybersecurity software and solutions for the retail wealth management industry, announced the launch of its Unify 360 Concierge Service. The add-on service applies expert human intelligence to automation for independent advisory firms that prefer dedicated specialists to manage their cybersecurity alerts and reports.
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Toronto-based Wealthsimple Inc. has launched Wealthsimple Trade, a commission-free stock-trading mobile app, the robo-advisor announced Wednesday.
Wealthsimple Trade gives users access to stock trading with no minimum account size or paperwork, the firm said in a news release.
Find details here.
Oranj, the industry’s first free, end-to-end wealth management software, and PIEtech Inc., creator of MoneyGuidePro®, announced a strategic integration that unites Oranj’s award-winning account aggregation with MoneyGuide’s expansive financial planning capabilities. The new integration, available today, gives MoneyGuide users the ability to identify thousands of different types of held-away accounts without an additional monthly subscription charge. Users will have access to Oranj’s comprehensive suite of tools including a client portal, account opening, institutional-grade trading and rebalancing, all for free.
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Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular goals-based financial planning software MoneyGuidePro.
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Betterment is integrating its back-end platform for RIAs, Betterment for Advisors, with two popular pieces of customer relationship management (CRM) software. The company said Thursday that it’s integrated the platform with CRM technology providers Wealthbox and Redtail. With the integration, RIAs on the Betterment for Advisors platform won’t have to manually to look up their clients’ account balance and fund positions. Instead, they can now access that information through the CRM software.
Find details here.
Analytics
The future of custody? Data and AI
Custodians are no longer the central hub of technology for RIAs — nor do they claim to be. Most have chosen the path of open architecture, where advisors customize their tech stack from various vendor partnerships.
Find details here.
