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Advicent announced a strategic relationship with MX. FIDx formed a strategic partnership with Envestnet | MoneyGuide. MyRepChat announced an agreement with Cetera. Sanctuary Wealth added the InvestEdge Compliance and Surveillance application to its platform. Smarsh participates in the Microsoft One Commercial Partner program. Wealthfront launched Autopilot, a service that automates a client’s savings plan. Wefunder shares that performance remains strong even during the COVID-19 health crisis. ParameterInsights published the latest installment of the WealthTech Research & Advisory Service: Self-Directed Investing Serier. GTreasury has released SmartPredictions that uses AI to accurately predict and forecast future transactions.

NaviPlan by Advicent

Advicent announced a strategic relationship with MX, the leading financial data platform enabling organizations to develop, launch, and power new money experiences, to further improve account aggregation and data connectivity for advisors and their clients using the NaviPlan® financial planning platform.

Find details here.

Wefunder

Wefunder, a leading securities crowdfunding platform, shares that performance remains strong even during the COVID-19 health crisis. According to Wefunder, issuers are able to raise the capital they need while new investors continue to sign up and support early-stage ventures.

Find details here.

Parameter Insights

ParameterInsights has published the latest installment of the WealthTech Research & Advisory Service: Self-Directed Investing Serier. The data products have been refreshed and have zero’d in on consumers in these uncertain times to help direct investing executives make better choices as they seek to capitalize on increased engagement amid the global pandemic.

For a look at the report excerpt click here.

InvestEdge

Sanctuary Wealth, home to the next generation of elite financial advisors, has added the InvestEdge Compliance and Surveillance application to its open architecture platform. Thirty-eight partner firms in 16 states with over $10 billion in assets under advisement comprise the Sanctuary network.

Find details here.

FIDx

FIDx, a product-agnostic platform that connects insurance solutions with wealth management platforms and other providers, has formed a strategic partnership with financial planning software provider Envestnet | MoneyGuide that gives insurance-licensed financial professionals the capability to plan, research, propose, and manage annuity products from within MoneyGuide.

Find details here.

Cetera

MyRepChat announced that it has entered into an agreement with Cetera to offer text messaging capabilities for its network of over 8,000 financial professionals. Cetera financial professionals can leverage MyRepChat through MarketingCentral, a comprehensive platform designed to help a financial professional market their practice.

Find details here.

Smarsh

Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced that Enterprise Discovery is now co-sell ready as part of the company’s participation in the Microsoft One Commercial Partner (OCP) program.

Find details here.

Wealthfront

Wealthfront launched an exciting new service called Autopilot that automates a client’s savings plan so they no longer need to manually monitor accounts and move money around. This is a huge milestone toward Wealthfront’s ultimate goal of delivering a nextgen banking service that fully automates their clients’ finances, or what they refer to as Self-Driving Money™.

Find details here.

GTreasury

GTreasury, a treasury and risk management platform provider, has released SmartPredictions, to support cash forecasting accuracy by applying artificial intelligence to short- and long-term treasury data. SmartPredictions uses AI to train and test business’ historical liquidity data to accurately predict and forecast future transactions.

Find details here.

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WealthTech Weekly July 19, 2021

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 12, 2021

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WealthTech Weekly July 5, 2021

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WealthTech Weekly June 28, 2021

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WealthTech Weekly June 21, 2021

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WealthTech Weekly June 14, 2021

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WealthTech Weekly June 7, 2021

WealthTech Weekly June 7, 2021

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WealthTech Weekly May 31, 2021

WealthTech Weekly May 31, 2021

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