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iCapital Network has partnered with Rockefeller Capital Management. Wealthfront Advisers agreed to settle SEC’s claims for a $250,000 fine. Bank Of America improves the cash handling processes with a new blockchain patent. Advizr WorkPlace is now available among Alight’s suite of existing financial wellbeing solutions.

iCapital Network

iCapital Network has partnered with Rockefeller Capital Management (Rockefeller), an independent financial services firm offering global family office, asset management, and strategic advisory to ultra-net-worth families as well as institutional clients, to increase alternative investment options for the company’s investors.

Find details here.

Wealthfront

The Securities and Exchange Commission said Friday that Redwood City-based Wealthfront Advisers LLC agreed to settle the agency’s claims against the fintech for a $250,000 fine.

In its first actions against robo-advisors, the SEC alleged that Wealthfront, with more than $11 billion in assets under management, made false statements about its investment products and published misleading advertising. Wealthfront settled without admitting or denying that it misled investors about its services.

Find details here.

Bank of America

Bank Of America (BOA) shares new blockchain patent for improving the cash handling processes. The patent makes cash handling processes more streamlined.

Find details here.

Advizr

Advizr WorkPlace announced it has been selected by Alight Solutions, a leading provider of technology-enabled health, wealth and human capital management solutions, to provide its clients’ employees with access to Advizr’s industry-leading financial management and planning technology. Advizr WorkPlace will be an available option among Alight’s suite of existing financial wellbeing solutions.

Find details here.

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.

WealthTech Weekly April 15, 2019

WealthTech Weekly April 15, 2019

Broadridge launches Broadridge Securities Lending Board Insights. PIEtech launches MoneyGuideElite. Betterment partners with Goldman Sachs and BlackRock. YCharts partners WealthManagement.com. Finicity partners with Pulte Mortgage. iCapital Network was recognized in…

WealthTech Weekly April 8, 2019

WealthTech Weekly April 8, 2019

Additional Tamarac services to the users of PortfolioCenter after Envestnet | Tamarac® acquires it. LifeYield's asset location technology will be available to Mercer Advisors' 40 regional offices and centralized investment team. Vestwell Holdings raised…

WealthTech Weekly April 1, 2019

WealthTech Weekly April 1, 2019

SoFi collaborates with Delos to give homeowners access to Delos' home wellness solutions. Robinhood acquired MarketSnacks, a financial news podcast and newsletter. SigFig launched SigFig Atlas, a platform for banks and…
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