Broadridge Financial Solutions launches the Data Control Solution suite to help financial organizations address operational challenges. Wealthsimple acquired a Canadian tax software company to add tax-filing capabilities to Wealthsimple’s portfolio. SoFi partners with Coinbase to add bitcoin, litecoin, and ether to SoFi Invest platform. Titan Invest launched its retirement account offering, traditional and Roth IRAs. Fidelity Investments expands the partnership with Ethic to help advisory firms incorporate ESG (Environmental, Social and Governance) investing into their business.
Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announced the launch of the Broadridge Data Control Solution suite designed to help financial organizations address the operational challenges of managing the data life cycle.
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Wealthsimple says it has acquired a Canadian tax software company, marking the financial technology company’s first move outside of saving and investing. The acquisition adds tax-filing capabilities to Wealthsimple’s portfolio, which includes an online investment platform, high-interest savings account and a commission-free trading platform.
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SoFi is adding bitcoin, litecoin and ether to its SoFi Invest platform through a partnership with Coinbase, allowing members to trade cryptocurrencies alongside their stock and ETF trades and, ideally, making more people more comfortable with buying crypto.
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Automated investing platform Titan has launched its retirement account offering, according to an update on the firm’s website. The addition of traditional and Roth IRAs, along with what the company calls its “rollover concierge,” was hinted at earlier this year. The concierge service provides users with email, chat and phone support for transitioning retirement funds to Titan.
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Fidelity Investments®, one of the world’s largest and most diversified financial services companies, announced a new relationship with Ethic, which offers advisors working with Fidelity a solution to create personalized portfolios for their clients based on their values and the issues that are important to them. With a focus on helping investors meet their financial goals, Ethic’s “values-aligned” separately managed accounts (SMAs) complement Fidelity’s portfolio construction resources to help advisory firms incorporate ESG (Environmental, Social and Governance) investing into their business. This approach, which will be available to a limited number of firms initially, also provides a client engagement strategy that will help advisors connect with the next generation of investors.
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