PEAK6 acquires Electronic Transaction Clearing. HiddenLevers was selected by Axxcess Wealth Management to power its Axxcess Allocator platform. Jackson National Life Insurance Company announced a new strategic alliance with eMoney Advisor. Guideline partnered with Stripe on the launch of their Corporate Card. 350 advisors successfully onboarded Capitect over the last 18 months. Aaron Klein, CEO, Riskalyze, reviews the biggest news to hit advisor technology in the previous month.
PEAK6, the Chicago-based investment and technology firm, announced the acquisition of Electronic Transaction Clearing, Inc. (“ETC”), a custodian and clearing provider with an innovative, technology-driven approach to serving the institutional and professional trading marketplace.
ETC’s institutional orientation will expand PEAK6’s footprint in custody and clearing and is a direct complement to one of its core businesses, Apex Clearing, which is primarily focused on the retail marketplace.
Find details here.
Axxcess Wealth Management, a fast-growing turnkey asset management program, has selected HiddenLevers, a premiere wealth management tech provider, to power its Axxcess Allocator platform, its end-to-end portfolio management solution for financial advisors.
Find details here.
Jackson National Life Insurance Company® (Jackson®) announced a new strategic alliance with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The collaboration enables Jackson’s wholesalers to show financial professionals how to use eMoney’s comprehensive financial planning software to evaluate how protected lifetime income can help address certain needs in retirement.
Find details here.
Capitect, an innovative advisor technology platform, announced the growing momentum of its portfolio management, performance reporting and rebalancing system, including onboarding over a third of the XY Planning Network’s (XYPN) growing number of members. Recently surpassing 1,000 members, XYPN is one of the industry’s fastest growing groups of independent RIA firms and through an exclusive partnership with Capitect, XYPN members are able to access Capitect’s capabilities, with over 350 advisors successfully onboarded over the last 18 months.
Find details here.
Guideline partnered with Stripe on the launch of their Corporate Card to provide fast-growing companies with the tools they need to run their businesses. Stripe Corporate Card customers who sign up for a new Guideline 401(k) will get their first three months with Guideline free.
Find details here.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
Find details here.
