STASH partners with WeAre8 to enable millions of people to receive stock as part of their brand sponsorships, instantly transforming them from pure brand advocates to emboldened company shareholders. AdvisorEngine’s Junxure CRM is to integrate with the new digital account opening workflow developed by Schwab Advisor Services. LifeYield announced a new integration with Schwab Advisor Services as the first step in connecting LifeYield to the Schwab Advisor Center.
LPL introduced a new component of its ClientWorks suite of tools, New Account Opening 2.0, which streamlines an account opening process. Folio Financial was chosen as a Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. Vestmark won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team.
STASH, one of the fastest-growing investing and banking platforms1 in the U.S., announced a partnership with WeAre8, a transformational platform that enables everyone to get sponsored and paid by the brands they love for watching, sharing and creating content. Together, once the partnership is fully implemented, the two companies will enable millions of people to receive stock as part of their brand sponsorships, instantly transforming them from pure brand advocates to emboldened company shareholders.
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Folio Financial announced that it has been chosen as a Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront, and Wealthbar.
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AdvisorEngine formally announced that its Junxure CRM is the first such relationship management offering to integrate with the new digital account opening workflow developed by Schwab Advisor Services. Starting in December, wealth management firms that use Junxure and Schwab Advisor Services as a custodian will be able to open new accounts digitally and in real time.
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LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced a new integration with Schwab Advisor Services™, providing a single sign-on (SSO) solution from LifeYield’s Advantage Suite® directly to the Schwab Advisor Center® (SAC) platform.
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From nine minutes to four, that is how long LPL’s new account opening process is expected to take on average, according to the firm. LPL’s New Account Opening 2.0, a component of its ClientWorks suite of tools, was announced Monday amid other projections of time savings, including “implied” savings of “6,000 hours of monthly productivity created across all LPL advisors and staff,” according to the firm.
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Vestmark, Inc. announces that it has won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team.
“We are so proud of our engineering, quality assurance, and product development professionals, who go above and beyond to help every client receive the maximum value from our innovative technology and services.” said Todd Giaquinto, Senior Vice President of Engineering at Vestmark.
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