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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 August 12, 2019

WealthTech Weekly August 12, 2019

Apex Clearing releases its inaugural Apex Millennial 100 report. Moody’s Analytics won Wholesale Modelling Software of the Year. DriveWealth partners Revolut. SPS Family will be deploying the XtivaCloud SPM platform. Envestnet is running…

WealthTech Weekly August 5, 2019

WealthTech Weekly August 5, 2019

Chalice launches the Reg-BI Readiness Platform. AdvicePay launches a fee calculator. Northern Trust Asset Management acquires Belvedere Advisors. Moody’s acquired RiskFirst. Wealthsimple selected Xignite to power its Wealthsimple Trade app. Interactive Brokers joins Tradesocio’s liquidity…

WealthTech Weekly July 29, 2019

WealthTech Weekly July 29, 2019

Betterment launched its own fee-free, high-yield savings account with one of the best rates on the market. Envestnet announces improvements to MoneyGuide's MyBlocks. Moody’s Analytics won the award for Best Reporting…

WealthTech Weekly July 22, 2019

WealthTech Weekly July 22, 2019

DriveWealth launches WealthSeed, an alternative platform to traditional employer-sponsored plans. TradingScreen's EMS has been certified for integration with thinkFolio. Birch Grove Capital selected ClearStructure's Sentry PM as its portfolio management solution. Advisor Group introduced…

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

WealthTech Weekly July 8, 2019

Xignite, Inc. joined the Snowflake Data Exchange data marketplace. DriveWealth is launching a new digital U.S. equities trading product for retail investors in Nigeria. Personal Capital surpassed $10 billion in AUM. Analytics: Advisors who…

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

CAIS is partnering with Private Client Resources (PCR). Addepar entered into a reseller partnership with Mirador, LLC. Insurance Technologies partners with Fiduciary Exchange (FIDx) to deliver annuity illustration and e-application sales capabilities within…