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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 process. SoFi partners with Coinbase to launch cryptocurrency trading. Wealthfront offers a new high-yield savings account.

AdvisorBid

AdvisorBid, an online recruitment tool and a marketplace for buyers and sellers of wealth management firms, launched public profiles for all registered investment advisors last week. Regardless of whether an advisor has signed up for AdvisorBid, they now have a profile on the platform.

Find details here.

Envestnet

An Envestnet feature that’s been teased since at least May 2018 now has an official launch window. Insurance Exchange, a portal integrating wealth management, insurance and financial advice, is entering its pilot phase with financial advisors, the company announced Wednesday. There will be six carriers—Allianz Life, Brighthouse Financial, Global Atlantic Financial Group, Jackson National Life Insurance Company, Nationwide and Prudential Financial—included in the pilot program and there are plans for a broad-market release this June.

Find details here.

AssetMark

AssetMark, Inc., a leading provider of innovative investment and consulting solutions, announced the integration of Redtail data with its platform to simplify the client onboarding process. By allowing advisors to pull in client data directly from their Redtail accounts, the new feature will expedite the account setup process and provide a centralized hub for advisors to more easily manage existing clients.

Find details here.

Social_Financу

Online lending start-up SoFi is planning to launch cryptocurrency trading in a partnership with major cryto exchange Coinbase, CNBC reported. The San Francisco-based company said its users can buy digital currencies in the second quarter of this year.

Find details here.

Wealthfront

Robo-advisor Wealthfront now offers a new high-yield savings account with a minimum deposit of $1.  That means you can transfer money in and out of the account for free whenever you want, and you’ll get some of the highest rates available on savings accounts, which can really make a difference when you’re trying to build up your savings.

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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