Smarsh announced the acquisition of Entreda. SS&C Technologies Holdings completed the acquisition of Innovest Systems. AdvicePay announced the agreement with LPL Financial. EquityZen announced a new partnership with Addepar. DriveWealth announced an agreement with Access Softek. Skience is the recipient of a Silver Stevie® Award in the FinTech Solution category in the 18th Annual American Business Awards®. Raymond James, Scopus Financial Group, Regal Financial Group, and InvestorCOM provide a webinar on compliance challenges during COVID-19.
Smarsh®, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and under the leadership of Co-Founder and CEO Sid Yenamandra, as a stand-alone, wholly owned subsidiary of Smarsh.
Find details here.
Skience, a leading wealth management solution and service provider, is the recipient of a Silver Stevie® Award in the FinTech Solution category in the 18th Annual American Business Awards®. The award will be conferred in a virtual award ceremony later this summer.
Find details here.
AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the largest enterprise agreement in the company’s history. LPL Financial, the nation’s largest independent broker-dealer and a leading retail investment advisory firm and RIA custodian, will provide its advisors an enterprise solution for “fee for service” billing for one-time and ongoing financial planning.
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This Wednesday, May 27, Raymond James, Scopus Financial Group, Regal Financial Group, and InvestorCOM will discuss how wealth management firms can adapt to the new work-from-home realities and maintain strong compliance and record-keeping practices.
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EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting.
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DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced it has forged an agreement with online and mobile banking software provider Access Softek, Inc.
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SS&C Technologies Holdings, Inc., announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C to broaden its wealth management technology suite.
Find details here.
