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Bridge raised a Series A funding of undisclosed amount. 55ip partners with FinFolio. MoneyGuide announced the expansion of its financial planning platform to meet the individual needs of all advisors. Fiserv acquires First Data for $22 billion.

Bridge Financial Technology

Bridge, a Chicago, IL-based portfolio management software platform provider for RIAs, fiduciary financial advisors, and WealthTech companies, raised a Series A funding of undisclosed amount.

The round was led by Fintop Capital and MissionOG, with participation from existing investor UMB Bank’s corporate venture group.

The company intends to use the new funds to accelerate growth.

Find more info here.

55ip

55ip, an investment strategy engine that enables advisors to automate and custom-build investment strategies using industry-leading investment science, announced its partnership with FinFolio, the fastest growing portfolio management software that advisors love to use. With this integration, advisors using FinFolio will be able to leverage 55ip’s proprietary capabilities to design or enhance their own advisor-branded investment strategies that address the most common frictions that get in the way of client outcomes – fees, risk of extreme losses, and taxes.

Find more info here.

MoneyGuidePro

MoneyGuide announced the expansion of its financial planning platform comprised of a suite of products tailored to meet the individual needs of advisors – all advisors. Within this platform, the company announced the creation of two new products, MoneyGuideOne (“One”) and MoneyGuideElite (“Elite”), both of which are powered by its flagship offering, MoneyGuidePro® (“Pro”).

Find more info here.

fiserv

Fiserv announced that it would acquire First Data — respectively giants in financial services and e-commerce payments — in a deal worth $22 billion.

Find more info here.

WealthTech Weekly July 15, 2019

WealthTech Weekly July 15, 2019

Xtiva launches Xtiva Connect integration service. Voya Financial Advisors launches a new digital advice platform. Chalice Financial Network has launched Succession Link 2.0. Cetera Financial Group launched a retirement income-focused tool. DriveWealth with IPJukebox…

WealthTech Weekly July 8, 2019

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WealthTech Weekly July 1, 2019

WealthTech Weekly July 1, 2019

Broadridge partners with Preqin. Shareholders Service Group (SSG) partners with Blueleaf. People’s United Bank has chosen Xtiva as its Incentive Compensation Management solution. Apex Clearing Corporation partners Apex Crypto. RightCapital integrates with the CircleBlack's…

WealthTech Weekly June 24, 2019

WealthTech Weekly June 24, 2019

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WealthTech Weekly June 17, 2019

WealthTech Weekly June 17, 2019

First Rate announced the launch of IPAAS, Investment Performance as a Service. Health savings account customers of Optum Bank can now use Betterment. Addepar launches its mobile app for iPhone. Orion Advisor Services announced progress in integrations with three…

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

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WealthTech Weekly May 27, 2019

WealthTech Weekly May 27, 2019

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