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WealthTech Weekly August 10, 2020

WealthTech Weekly
10 August 2020

Intuit is to acquire TradeGecko. Pathstone acquires Cornerstone Advisors. ROBO Global joins Oranj's list of asset managers. TruChoice Financial Group announced a new relationship with Snappy Kraken. Addepar was named a leader in the 2020 Aite Matrix for RIA Portfolio Management and Reporting Systems.
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About Us

WealthTech Club allows you to be aware of challenges, drivers, and trends in wealth management.

Here, you can find the latest analyses of leading WealthTech companies and principles that underlie their success in terms of the technology and business ecosystem.

Our discussions with industry experts guide you through upcoming changes in approaches to financial software development.

WealthTech Weekly
10 August 2020

WealthTech Weekly August 10, 2020

by INSART

WealthTech Weekly August 10, 2020

Intuit is to acquire TradeGecko. Pathstone acquires Cornerstone Advisors. ROBO Global joins Oranj's list of asset managers. TruChoice Financial Group announced a new relationship with Snappy Kraken. Addepar was named…
> Read News
Industry Overview
6 August 2020

Top Subscription Management and Recurring Billing Software Investors

by INSART

Top Subscription Management and Recurring Billing Software Investors

Paytech is the part of the Fintech ecosystem that drives it forward and helps make users’ lives easier by automating routine operations. New ideas disrupt the market and move technology…
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News
5 August 2020

PayTech Round-Up August 5, 2020

by INSART

PayTech Round-Up August 5, 2020

Finexio partnered with Billtrust. CoolBitX partners with BitPay. ACI Worldwide partnered with Arvato Financial Solutions. Remitly landed $85 million in an equity round. CheckAlt’s lockbox and electronic payment processing solutions will be…
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Industry Overview
4 August 2020

Seven Sins of Fintechs When It Comes to Integrations

by INSART

Seven Sins of Fintechs When It Comes to Integrations

Integrations and partnerships play important roles in the success of Fintech companies in disrupting the market. We asked experts in Fintech to share the biggest pitfalls of integrating with other…
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WealthTech Weekly
3 August 2020

WealthTech Weekly August 3, 2020

by INSART

WealthTech Weekly August 3, 2020

Apex Clearing integrates with Orion. Mirador partners Fusion Financial Partners. Fi360 partners with ProctorU. DriveWealth partners with MotivHealth. MoneyGuide teamed up Envestnet Analytics. Sezzle partners with Plaid. Hearsay Systems partners with Salesforce. Asset-Map announced AdviceTech.LIVE, a live,…
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News
29 July 2020

PayTech Round-Up July 29, 2020

by INSART

PayTech Round-Up July 29, 2020

Paysafe is to acquire Openbucks. Notarize partnered with Stripe. JPMorgan Chase partners with Marqeta. Alacriti joined FPC. Nordis Technologies chose Ricoh to help enhance its exciting business growth. Dave's new mobile bank account…
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Press Releases
28 July 2020

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

by INSART

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Apex Clearing announced the launch of a new integration with Orion Advisor Solutions to enable investors to seamlessly open and fund an account in minutes, without the need for any…
> Find Details
WealthTech Weekly
27 July 2020

WealthTech Weekly July 27, 2020

by INSART

WealthTech Weekly July 27, 2020

E*TRADE is to adopt the merger agreement with Morgan Stanley. FP Alpha announced a new client data integration with Redtail. Xignite partnered with SIX. Cornerstone Financial Planning joins LPL. Marstone will integrate with…
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Press Releases
24 July 2020

InvestorCOM Appoints Financial Industry Experts to Form US Advisory Board

by INSART

InvestorCOM Appoints Financial Industry Experts to Form US Advisory Board

InvestorCOM, the provider of regulatory compliance software and communications solutions for the financial services industry, today announced the formation of its US Board of Advisors.
> Find Details
News
23 July 2020

PayTech Round-Up July 23, 2020

by INSART

PayTech Round-Up July 23, 2020

PayPal plans to bring crypto trading together with Paxos. Audio Modeling switched to 2Checkout to leverage a flexible digital commerce platform. PayJunction launched the first cloud-controlled and completely contactless payment solution.…
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WealthTech Weekly
20 July 2020

WealthTech Weekly July 20, 2020

by INSART

WealthTech Weekly July 20, 2020

Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper. AdvicePay partnered with Envestnet | MoneyGuide. Insigneo partners with Skience. DriveWealth retained BackBay Communications as agency of record. Riskalyze appointed Brian McLaughlin to its…
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Research and Analysis
16 July 2020

Twenty Over Ten: How to conduct business as usual when life is anything but usual?

Twenty Over Ten is a digital marketing platform for the modern advisor.
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