Apex Clearing integrates with Orion Advisor Solutions to enable investors to seamlessly open and fund their accounts. Fusion Financial Partners has a joint venture partnership with Mirador. Fi360 partners with ProctorU to administer remote proctoring exams for its Accredited Investment Fiduciary® and Professional Plan Consultant® Designations. DriveWealth partners with MotivHealth to provide an HSA investing experience to the customers. MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide. Sezzle partners with Plaid to give customers more control over how their data is used in payments. Hearsay Systems announced a deeper partnership with Salesforce. ProcessUnity launched ProcessUnity Vendor Financial Intelligence powered by RapidRatings. Asset-Map announced AdviceTech.LIVE, a live, virtual event for financial professionals.
Apex Clearing, the digital custody and clearing engine powering the future of wealth management, announced the launch of a new integration with Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience. Under the integration, Apex’s account opening APIs are now available inside the client portal for advisors on Orion’s platform. This will enable investors to seamlessly open and fund an account in minutes, without the need for any paper processes or signatures.
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Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador, LLC, a leading provider of bespoke portfolio-performance reporting solutions. Prior to forming this partnership Fusion and Mirador worked together serving RIA advisor teams, Fortune 500 companies and large multi-family offices. The two firms are currently approaching their twelfth joint client engagement.
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Financial advisors seeking nationally recognized fiduciary designations can now take required exams safely online via a new remote proctoring exam launched this month through Broadridge Financial Solutions, Inc.’s Fi360 fiduciary education training and technology business. Partnering with ProctorU, an online 24/7 proctoring and identity management solution, Fi360 will administer remote proctoring exams for its Accredited Investment Fiduciary® and Professional Plan Consultant® Designations.
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DriveWealth, LLC, a leader in global digital trading technology, announced their partnership with Utah-based insurance provider MotivHealth to provide an industry first, frictionless health savings account (HSA) investing experience that allows customers to view health insurance claims, manage their HSA and make trades with their HSA all from the same interface.
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Installment payment platform Sezzle is partnering with Plaid, which works with digital tools to help companies enact FinTech solutions, in order to give customers more control over how their data is used in payments.
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ProcessUnity, a leading provider of cloud-based applications for risk and compliance management, launched ProcessUnity Vendor Financial Intelligence powered by RapidRatings, the leading provider of financial health assessments and analytics. The addition to the ProcessUnity Vendor Intelligence Suite seamlessly and automatically incorporates RapidRatings’ Financial Health Ratings into ProcessUnity’s Vendor Risk Management platform for enhanced vendor due diligence, vendor assessments and ongoing monitoring.
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Asset-Map Holdings Inc. announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on a wide range of forward-thinking topics and ideas. These industry leaders will debate their brands’ visions, the future of the industry, their diversity and inclusion initiatives, and more.
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Hearsay Systems, a trusted leader in compliant digital communications for the financial services industry, announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human client experience across digital channels.
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Envestnet | MoneyGuide announced that MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide. This new service will be integrated into MoneyGuide and will provide analysis of planning usage, key metrics, and update patterns.
Find details here.
