Chalice appointed James A. Combs Jr. to the Chalice Advisory Board. BBR has selected d1g1t’s analytics, reporting and performance management software solution for its clients. Envestnet Yodlee will improve the visibility of JP Morgan Chase’s financial apps. BNY Mellon’s Pershing integrated its managed accounts technology with its annuity order entry platform, Subscribe. Fiserv is selling the majority of its Investment Services division to private equity firm Motive Partners and other investors.
InvestCloud designed a new app called PersonaTech to create personal digital experiences for wealth management clients. Agentrisk launched a new free tool to make it easier to do tax-loss harvesting for DIY investors. Goldman Sachs will offer digital wealth management services to individuals from next year.
Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, announced the appointment of James A. Combs Jr., president and CEO of National Advisors Trust Company to the Chalice Advisory Board.
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d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced that BBR Partners, LLC has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market.
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JP Morgan Chase has made an agreement with data aggregator and analytics platform Envestnet Yodlee to give its customers “more visibility and control” when using their financial apps.
The partnership will see the data platform commit to sending 100% of its requests for Chase customer data through the bank’s “secure API”.
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InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the Cloud with $2 trillion+ in assets, announced PersonaTech, a new app designed to create personal digital experiences for wealth management clients.
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BNY Mellon’s Pershing (Pershing) has completed the integration of its managed accounts technology with its annuity order entry platform, Subscribe, delivering advisors streamlined annuity purchasing and servicing capabilities within its managed accounts solution.
The integrated solution supports over 70 fee-based annuity products from 18 carriers and is designed to deliver a seamless experience for advisors looking to incorporate fee-based insurance products into the wealth management process.
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Fiserv’s commitment to its wealth management business is shifting, as evidenced by the announcement of a private equity joint venture last Thursday.
In the deal, Fiserv announced it was selling the majority of its Investment Services division to private equity firm Motive Partners and other investors for approximately $510 million in after-tax proceeds.
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Goldman Sachs will offer digital wealth management services to individuals with as little as $5,000 from next year, bringing the Wall Street investment bank a step closer to Main Street under the watch of new chief executive David Solomon.
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Agentrisk, a hybrid automated-investment platform that deploys nonspeculative strategies with lower fees (compared to wealth-management firms), daily liquidity, and no lock-up periods, launched a new free tool to make it easier to do tax-loss harvesting for DIY investors.
Find details here.
