DriveWealth launches WealthSeed, a new platform that gives independent contractors an alternative to traditional employer-sponsored plans. TradingScreen’s EMS has been certified for integration with thinkFolio. Birch Grove Capital selected ClearStructure’s Sentry PM as its portfolio management solution. Advisor Group introduced the CyberGuard Program, a toolkit of cybersecurity services and support platforms.
Wealthsimple partnered with Mercer to launch Mercer’s Invest Wise solution. Preqin’s private equity data will now be available via FactSet workstation.
DriveWealth, LLC, a leader in global digital trading technology, in partnership with IPJukebox, a consumer-focused fintech company, announced the launch of WealthSeed, a new online investment product designed to give independent contractors a valuable alternative to traditional employer-sponsored plans. The DriveWealth platform is the engine for the new offering that aims to remove barriers to building long-term financial health.
Find details here.
Toronto-based FinTech Wealthsimple has partnered with Mercer, a consulting firm for the health and wealth management industries, to launch Mercer’s Invest Wise solution.
Invest Wise is a white-labelled version of Wealthsimple’s product. The platform combines Wealthsimple’s automated investing technology and Mercer’s curation of portfolios. Canadian employers can offer their employees the service, which allows users to manage retirement savings and digital investing.
Find details here.
TradingScreen, an order and execution management system (EMS) that works across all asset classes, has announced its solution has been certified for integration with thinkFolio, the investment management platform provided by IHS Markit.
The certification means thinkFolio clients can access TradingScreen’s EMS functionality within a software as a service (SaaS) solution environment.
Find details here.
ClearStructure Financial Technology, a provider of global award-winning portfolio management solutions for investment managers, private debt firms and administrators, announced that Birch Grove Capital, a New York-based alternative credit manager has selected Sentry PM as its portfolio management solution.
Find details here.
Preqin’s private equity data will now be available via FactSet, a provider of integrated financial information and analytical applications. Subscribers will be able to access the data via the FactSet workstation, allowing users to integrate private market data into their workflows.
Find details here.
Advisor Group, one of the nation’s largest networks of independent wealth management firms, comprising FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, announced the introduction of the CyberGuard Program, an evolving toolkit of cybersecurity services and support platforms aimed at empowering its 7,000 advisors across the country to protect themselves and their clients from the ever-increasing threat of cyber-attacks. The program is designed to evolve over time as advisors’ cybersecurity needs continue to grow in the future.
Find details here.
