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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 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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