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Portfolio Pathway partners with Shareholders Service Group to offer its tools to RIAs that work with SSG. Vestwell partnered with OnPay to offer seamless data flow between their payroll and retirement plan providers. United Capital’s FinLife Partners has now 85 firms nationwide.

Aspiration launched Spend & Save Account that puts money into people’s pockets. Wealthsimple provides a lost pension finder to help people locate lost or misplaced pension pots. eMoney launched its Foundational Planning solution for institutions. SoFi offers no-fee brokerage for stock and ETF trades.

Broadridge Financial Solutions released a study revealing that personalization in communications is significantly impacting customer loyalty.

Portfolio Pathway

Shareholders Service Group (SSG) and Portfolio Pathway announce a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to a robust wealth management technology platform and support. As part of this agreement, Portfolio Pathway will offer its cloud-based portfolio management, billing and client-based management tools to the 1,600+ independent RIAs that work with SSG.

Find details here.

Broadbridge Financial

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech and customer communications leader, released a study revealing that personalization in communications is significantly impacting customer loyalty. Over one-third (35 percent) of 3,004 consumers surveyed in the U.S. and Canada say that the companies they patron need to improve communication experiences. Moreover, one in four (25 percent) have stopped doing business with a company specifically due to poorly personalized communications. This grows to one in three (35 percent) among Millennials.

Find details here.

Aspiration

Aspiration, the financial firm with a conscience, launched a first of its kind new account that puts more money into people’s pockets and an unparalleled power to do good into their hands. Available to everyone within the U.S., the new Aspiration Spend & Save Account would put an extra $545 into the pocket of the average American every year based on Aspiration calculations, and ensures customer deposits are 100% fossil fuel-free.

Find details here.

Wealthsimple

Wealthsimple, a global digital investment manager, is introducing a lost pension finder to help people build a strong financial future by locating lost or misplaced pension pots. The lost pension finder makes it incredibly easy and simple for people to locate previous pension pots and combine them into a Wealthsimple Pension. The new feature is being introduced with pension search and transfer service MyFutureNow and is available to Wealthsimple clients through the company’s award-winning website.

Find details here.

United Capital

United Capital’s white-label technology platform, FinLife Partners, now has 38 firms with $22.5 billion in assets, up from just $8 billion on the platform in June 2018. The firm’s registered investment advisory has about $22 billion in assets across 85 firms nationwide, and CEO Joe Duran said he expects the white-label business to be twice the size of the RIA by year-end.

Find details here.

eMoney Advisor

eMoney launched its Foundational Planning solution, a simple, scaled-down financial planning tool built on the same engine that powers the firm’s Advanced Planning tools. Targeting institutions looking for a spectrum of planning tools and advisors seeking scale, eMoney’s new tool tightens workflow to simplify planning. Instead of capturing every nuance of a client’s financial picture, advisors using the tool will be able to focus on a handful of key inputs to provide immediate feedback on the feasibility of a proposed financial plan.

Find details here.

Social_Financу

SoFi, short for Social Finance, is now offering stock and ETF trading with no fees. Investors can currently trade only individual stocks and ETFs on the platform; individual bonds and mutual funds are expected to be added in the future. David Goldstone, analyst at Backend Benchmarking, which publishes The Robo Report, says SoFi is trying to leverage its initial success in refinancing student loans to become the single platform where an individual interacts with their money.

Find details here.

Vestwell, a digital retirement platform, announced they have partnered with OnPay, the top-rated payroll software serving small and medium-sized businesses. The complete integration between the two modern-day technologies means that plan sponsors now have access to a turnkey retirement offering with seamless data flow between their payroll and retirement plan providers.

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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