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Itiviti launches unified offering following merger with Ullink. Stash launches Stock-Back™, a rewards program to bridge banking and investing. Entreda launches Unify 360 Concierge Service for cybersecurity. Wealthsimple launched Wealthsimple Trade, a commission-free stock-trading mobile app. Oranj announced a strategic integration with MoneyGuide. Envestnet plans to acquire PIEtech, the parent company of MoneyGuidePro. Betterment for Advisors is to be integrated with CRMs of Wealthbox and Redtail.

Itiviti

Itiviti, a technology and service provider to financial institutions worldwide, has launched a unified products and solutions portfolio following its merger with Ullink.

Based on a modular, open architecture, Itiviti’s solution facilitates tailored, customised deployments, including integration with third parties. For customers, this means faster time-to-market and the ability to quickly adapt to business needs and regulatory change.

Find details here.

Stash

STASH, one of the fastest growing financial platforms in the U.S., simplifying how millions of Americans save and invest, announced the official launch of its mobile-first banking services in partnership with Green Dot Corporation and its subsidiary bank, Green Dot Bank. The launch follows on the heels of the company’s Series E fundraise of $65M. The funding will be used to increase product growth and propel brand awareness.

Find details here.

Entreda

Entreda, an industry-leading developer of integrated cybersecurity software and solutions for the retail wealth management industry, announced the launch of its Unify 360 Concierge Service. The add-on service applies expert human intelligence to automation for independent advisory firms that prefer dedicated specialists to manage their cybersecurity alerts and reports.

Find details here.

Wealthsimple

Toronto-based Wealthsimple Inc. has launched Wealthsimple Trade, a commission-free stock-trading mobile app, the robo-advisor announced Wednesday.

Wealthsimple Trade gives users access to stock trading with no minimum account size or paperwork, the firm said in a news release.

Find details here.

Oranj

Oranj, the industry’s first free, end-to-end wealth management software, and PIEtech Inc., creator of MoneyGuidePro®, announced a strategic integration that unites Oranj’s award-winning account aggregation with MoneyGuide’s expansive financial planning capabilities. The new integration, available today, gives MoneyGuide users the ability to identify thousands of different types of held-away accounts without an additional monthly subscription charge. Users will have access to Oranj’s comprehensive suite of tools including a client portal, account opening, institutional-grade trading and rebalancing, all for free.

Find details here.

Envestnet

Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular goals-based financial planning software MoneyGuidePro.

Find details here.

Betterment

Betterment is integrating its back-end platform for RIAs, Betterment for Advisors, with two popular pieces of customer relationship management (CRM) software. The company said Thursday that it’s integrated the platform with CRM technology providers Wealthbox and Redtail. With the integration, RIAs on the Betterment for Advisors platform won’t have to manually to look up their clients’ account balance and fund positions. Instead, they can now access that information through the CRM software.

Find details here.

Analytics

The future of custody? Data and AI

Custodians are no longer the central hub of technology for RIAs — nor do they claim to be. Most have chosen the path of open architecture, where advisors customize their tech stack from various vendor partnerships.

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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