AGF Management Limited (AGF) has selected HiddenLevers to equip AGF’s business development teams with portfolio stress testing, risk analytics, and comprehensive investment proposals. RightCapital integrates with FinFolio’s investment portfolio management software. CAIS partners with Schechter to launch CAIS Insurance Solutions. LPL Financial includes Wealthbox in its Vendor Affinity Program. Chalice launches its new Cyber Security Protection Package. FinancialApps (FinApps) is claiming Envestnet Yodlee ripped off its code to release its own product. Ladenburg Thalmann announced an investment in Newday Financial Technologies Inc.
AGF Management Limited (AGF), a global asset manager with nearly CAD$38 billion (approximately US$28.6 billion) in assets under management, and Atlanta-based HiddenLevers, a provider of risk analytics and business intelligence, announced that AGF has selected HiddenLevers to equip AGF’s business development teams with portfolio stress testing, risk analytics, and comprehensive investment proposals for use across a range of clients and regions, including financial advisors and institutional investors.
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FinApps slaps $100m lawsuit on Envestnet Yodlee
Data platform start-up, FinancialApps (FinApps), is seeking $100 million in a lawsuit against former partner, Envestnet Yodlee, claiming the financial advisory platform ripped off its code to release its own product after the start-up refused to be bought by the 3,000-person company, according to RIABiz.
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RightCapital, a next-generation financial planning tool for investment advisors, announced an integration with FinFolio’s investment portfolio management software that simplifies wealth management for advisors.
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CAIS, the leading financial technology platform connecting financial advisors with alternative investments, announced the launch of CAIS Insurance Solutions, in partnership with Schechter, one of the nation’s leading independent insurance advisory firms.
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LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in its Vendor Affinity Program. As such, the Wealthbox CRM is now available to the more than 16,000 advisers affiliated with LPL Financial.
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Ladenburg Thalmann Financial Services Inc., a publicly-traded diversified financial services company, announced an investment in Newday Financial Technologies Inc. (“Newday”), a San Francisco-based startup focused on delivering easily accessible, low-cost impact investing strategies that align with the values of investors, with a target audience of new investors, especially Millennials.
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Chalice Financial Network™ (“Chalice,” “CFN” or “the firm”), a first of its kind Software-as-a-Service (SaaS)-based member-benefit organization for independent financial professionals, announced the launch of its new Cyber Security Protection Package. Chalice Members will receive a complimentary Cyber Risk Assessment with an option to purchase affordable cyber security insurance coupled with cyber software and compliance support.
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