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Chalice Financial Network forms a strategic partnership with Orion Advisor Services. TS collaborates with BIDS Trading and releases the QUO platform for managing investments. Axos Securities acquired WiseBanyan Holding and its subsidiaries. AssetMark announced the honorees of its Community Inspiration Award. AdvisorEngine announced its 2019 >drive summit.

Chalice Financial Network

Chalice Financial Network™, a first of its kind Software-as-a-Service (SaaS)-based member benefit organization for independent financial advisors, announced the formation of a strategic partnership with Orion Advisor Services. The new partnership provides CFN members with discounted access to the industry leader for business administration software. CFN members can now utilize the full suite of Orion services, encompassing performance reports, billing, trade order management, business intelligence and more.

Find more info here.

TradingScreen

TradingScreen Inc. (TS), an order and execution management system (OEMS) for all asset classes, revealed a strategic collaboration with BIDS Trading (BIDS), a U.S Alternative Trading System (ATS) that also powers the European Cboe LIS. The new alliance will allow market participants on the buy-side to access the biggest U.S. block liquidity provider as well as Cboe LIS’ expanding European liquidity pool.

Find more info here.

TradingScreen Inc. (TS) also announced the release of QUO, a cloud-based platform for managing investments that is being marketed as a ‘software-as-a-service’ SaaS. The new service offers a platform with streamlined and efficient execution across a suite of workflow streams.

Find more info here.

Axos Financial

Axos Financial, Inc. (NYSE: AX) (“Axos” or the “Company”) announced that its subsidiary, Axos Securities, LLC, has completed the acquisition of WiseBanyan Holding, Inc. and its subsidiaries (“WiseBanyan”). Axos expects the all-cash acquisition to have an immaterial impact on its financial results starting in its fiscal third quarter ending March 31, 2019.

Find more info here.

AssetMark

AssetMark, Inc., a leading provider of innovative investment and consulting solutions for financial advisors, announced the six honorees of its sixth annual Community Inspiration Award at the firm’s premier Gold Forum conference in Carlsbad, California. AssetMark is donating $10,000 to the charitable organization supported by each recipient in honor of their sustained contributions and ongoing community support.

Find more info here.

AdvisorEngine

AdvisorEngine, a financial experience company that provides a digital wealth management technology platform, announced its 2019 >drive summit – the seventh annual summit which will take place at the Omni La Costa Resort & Spa in Carlsbad, California from September 23 to 25, 2019. The 2019 summit will offer keynotes from industry-leading speakers, hands-on product training, and a sneak peek into the latest product innovations for the AdvisorEngine platform and Junxure CRM. The event also includes engaging practice management breakout sessions and networking events focused on transforming financial experience through technology.

Find more info here.

WealthTech Weekly March 18, 2019

WealthTech Weekly March 18, 2019

Itiviti launches unified offering following merger with Ullink. Stash launches a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched a commission-free stock-trading mobile app. Oranj…

WealthTech Weekly March 4, 2019

WealthTech Weekly March 4, 2019

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…

WealthTech Weekly February 25, 2019

WealthTech Weekly February 25, 2019

Portfolio Pathway partners with Shareholders Service Group. Vestwell partnered with OnPay. United Capital’s FinLife Partners has now 85 firms nationwide. Broadridge Financial Solutions released a study about communications with advisors.…

WealthTech Weekly February 18, 2019

WealthTech Weekly February 18, 2019

Thomson Reuters launched a new product to improve risk analysis. Wealthfront is expanding its suite of financial products. SoFi plans new lending products and move into stock trading.

WealthTech Weekly February 11, 2019

WealthTech Weekly February 11, 2019

Personal Capital raised $50 million in a Series F funding. Fidelity plans March launch of its Bitcoin custody service. 55ip's investment strategy engine is now available on the CircleBlack platform.  iCapital Network is…

WealthTech Weekly February 4, 2019

WealthTech Weekly February 4, 2019

Acorns raised $105 million in Series E funding. AdvicePay raised $2 million in seed extension funding. AdvisorEngine integrates with BNY Mellon's Pershing. Axos Financial acquires COR Clearing LLC. DriveWealth will expand its partnership…

WealthTech Weekly January 28, 2019

WealthTech Weekly January 28, 2019

Artivest expands alternative investment platform. Thomson Reuters Elite launches 3E in the Cloud. SelfWealth launches a new ETF targeting self-managed super funds. Wealthsimple partners with TurboTax. Entreda partners with Docupace. Advyzon integrates with Riskalyze. Nutmeg raised $58.2 million…

WealthTech Weekly January 21, 2019

WealthTech Weekly January 21, 2019

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…