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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 June 10, 2019

WealthTech Weekly June 10, 2019

FinMason partnered with Silver Wealth Technologies. Panoramix integrates with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge launches a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth…

WealthTech Weekly June 3, 2019

WealthTech Weekly June 3, 2019

Aegon Growth Capital Fund purchased 25 percent of the shares in RISK Verzekeringen. Social Finance (SoFi) is in the final stages of securing $500 million from the Qatar Investment Authorit.…

WealthTech Weekly May 27, 2019

WealthTech Weekly May 27, 2019

Asset-Map integrates with Orion. Broadridge acquires Canadian RPM Technologies. Capitect integrates with RightCapital. Wealthsimple raised $75 million. Vestmark's Adhesion Wealth connects advisors and asset managers. Waddell & Reed launched WaddellONE technology to its advisors.

WealthTech Weekly May 20, 2019

WealthTech Weekly May 20, 2019

Chalice partners with Riskalyze, NRS and WeWork. BlackRock acquired eFront. Wealthbox CRM integrates with the Black Diamond Wealth Platform. Nest Wealth acquires Alberta-based Razor Logic Systems. North Capital builds free financial planning platform. Atria…

WealthTech Weekly May 13, 2019

WealthTech Weekly May 13, 2019

Jemstep launches the Jemstep Advisor Pro App on Salesforce AppExchange. SoFi announced a new ETF product focused on the gig economy. OpenInvest launches a new tool for financial advisors. BlackRock and Envestnet…

WealthTech Weekly May 6, 2019

WealthTech Weekly May 6, 2019

E*TRADE's customers will trade Bitcoin and Ethereum. Interactive Brokers combines Watchlists & Scanners. Envestnet announced new analytical tools. AdvisorEngine announced deeper Junxure integrations. Broadridge acquires Rockall Technologies. IBM collaborates with Thomson Reuters. Guideline…

WealthTech Weekly April 29, 2019

WealthTech Weekly April 29, 2019

Xignite partnered with StockCharts.com. SmartRIA integrates with SS&C’s Black Diamond Wealth Platform. 55ip partnered with Shareholders Service Group. Docupace integrates with FundKeeper. TradePMR is rolling out new augmented reality technology. Wealthfront is increasing…

WealthTech Weekly April 22, 2019

WealthTech Weekly April 22, 2019

United Capital launches an advice and planning platform for independent advisers. Betterment adds Dimensional Fund Advisors to its platform for advisers. Vestwell combines 3(38) fiduciary line-up services with target date model portfolios from Morningstar.
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