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Empower Retirement plans to launch a new platform that will offer consumers integrated access to investment advice, financial planning, and insurance. GPS Wealth Management, a wealth management firm from Plymouth, implemented Riskalyze to ensure the portfolio risk level is appropriate for each client. AlphaCore Technologies releases version 1.0 of factorE – a fintech tool for intelligent investing.

DriveWealth partners with Say, a technology company offering new tools for shareholder voting and engagement. Capitect partners with the Alliance of Comprehensive Planners (ACP) to provide client portal and performance reporting technology to the organization’s members. New Constructs partners with TD Ameritrade to empower their clients to make more informed decisions with New Constructs research.  iCapital Network has got a strategic investment in the company’s latest financing round from JPMorgan Chase & Co.

Empower Retirement

Empower Retirement announced plans to launch a digital consumer-focused wealth management platform designed to deliver a robust suite of financial services for new and existing Empower Individual Retirement Account customers and prospective individual investors.

The new platform will offer consumers integrated access to investment advice, financial planning, and insurance through a single user experience designed to help optimize the investment of assets, clarify goals and enhance financial planning. Empower will target the new platform to underserved mass affluent investors who may not currently work with a professional advisor as they make crucial personal financial decisions.

Find details here.

DriveWealth

DriveWealth, a FinTech company providing brokers, digital advisors, and mobile financial services companies seamless access to the U.S. securities market, partners with Say™, a technology company offering new tools for shareholder voting and engagement.

Shareholders have the opportunity to make history though frictionless, open communication and access to Say’s voting technology. The partnership, comprised of Say’s API-based, scalable, and secure proxy and shareholder communications tools, and DriveWealth’s advanced digital brokerage platform, will provide brokers and advisors that use DriveWealth a new client engagement opportunity. DriveWealth’s customers will be given early access to Say’s forthcoming shareholder engagement tools.

Find details here.

Riskalyze

Riskalyze, the world’s first risk alignment platform, which mathematically pinpoints a client’s Risk Number® and equips advisers to empower fearless investors, was implemented by GPS Wealth Management, LLC, a leading independent wealth management firm located in Plymouth, Minnesota.

“GPS Wealth Management has ushered in a new era of predictability and reliability for their clients by investing in the world’s first risk alignment platform to pinpoint a client’s Risk Number and align their portfolio to fit,” says Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like GPS Wealth Management who are committed to investing in the success of their clients by empowering fearless investing.”

Find details here.

iCapital Network

iCapital Network, the financial technology platform democratizing alternative investments, announced JPMorgan Chase & Co has made a strategic investment in the company’s latest financing round.

iCapital’s modular technology and service platform is purpose-built to provide an end-to-end solution that is fully configurable, highly scalable, and able to support the unique subscription, administration, and reporting processes for private equity, private credit, hedge funds, and other alternative investments.

Find details here.

Capitect

Capitect, an innovative advisor technology platform, and the Alliance of Comprehensive Planners (ACP) announced a partnership wherein Capitect will provide client portal and performance reporting technology to the organization’s members. Advisor members of ACP will be able to access a customized version of Capitect’s leading technology as part of their membership at a discounted rate. Capitect’s solution includes portfolio reporting for performance and asset allocation, client fee billing, and account aggregation.

Find details here.

AlphaCore Technologies

AlphaCore Technologies, a subsidiary of La Jolla-based wealth management firm AlphaCore Capital, announced the release of version 1.0 of factorE – a fintech tool built for intelligent investing. To provide seamless workflow, factorE has partnered with SS&C’s Black Diamond Wealth Platform.

Find details here.

TD Ameritrade

As of November 8th, clients of TD Ameritrade have access to New Constructs reports and ratings on over 10,000 stocks, mutual funds, and exchange-traded funds (ETFs) directly from their TD Ameritrade accounts.

New Constructs provides TD Ameritrade clients with the sophisticated fundamental research that Wall Street insiders use to understand the true profits and valuation of companies and stocks.

TD Ameritrade empowers their clients to make more informed decisions with New Constructs research, which leverages proprietary Robo-Analyst technology to scale expert analysis with machine learning. The average investor no longer has to settle for the often incomplete and conflicted research from traditional providers.

Find details here.

WealthTech Weekly March 18, 2019

WealthTech Weekly March 18, 2019

Itiviti launches unified offering following merger with Ullink. Stash launches a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched a commission-free stock-trading mobile app. Oranj…

WealthTech Weekly March 11, 2019

WealthTech Weekly March 11, 2019

Chalice Financial Network forms a strategic partnership with Orion Advisor Services. TS collaborates with BIDS Trading and releases the QUO platform for managing investments. Axos Securities acquired WiseBanyan Holding and its subsidiaries. AssetMark…

WealthTech Weekly March 4, 2019

WealthTech Weekly March 4, 2019

AdvisorBid launches public profiles for all registered investment advisors. Envestnet Insurance Exchange is entering its pilot phase with financial advisors. AssetMark integrates Redtail data with its platform to simplify the client onboarding…

WealthTech Weekly February 25, 2019

WealthTech Weekly February 25, 2019

Portfolio Pathway partners with Shareholders Service Group. Vestwell partnered with OnPay. United Capital’s FinLife Partners has now 85 firms nationwide. Broadridge Financial Solutions released a study about communications with advisors.…

WealthTech Weekly February 18, 2019

WealthTech Weekly February 18, 2019

Thomson Reuters launched a new product to improve risk analysis. Wealthfront is expanding its suite of financial products. SoFi plans new lending products and move into stock trading.

WealthTech Weekly February 11, 2019

WealthTech Weekly February 11, 2019

Personal Capital raised $50 million in a Series F funding. Fidelity plans March launch of its Bitcoin custody service. 55ip's investment strategy engine is now available on the CircleBlack platform.  iCapital Network is…

WealthTech Weekly February 4, 2019

WealthTech Weekly February 4, 2019

Acorns raised $105 million in Series E funding. AdvicePay raised $2 million in seed extension funding. AdvisorEngine integrates with BNY Mellon's Pershing. Axos Financial acquires COR Clearing LLC. DriveWealth will expand its partnership…

WealthTech Weekly January 28, 2019

WealthTech Weekly January 28, 2019

Artivest expands alternative investment platform. Thomson Reuters Elite launches 3E in the Cloud. SelfWealth launches a new ETF targeting self-managed super funds. Wealthsimple partners with TurboTax. Entreda partners with Docupace. Advyzon integrates with Riskalyze. Nutmeg raised $58.2 million…