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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 October 7, 2019

WealthTech Weekly October 7, 2019

AssetMark Financial Holdings with Canandaigua National Corporation will acquire OBS Financial. RIA in a Box expands the partnership with Riskalyze. Refinitiv partners with SigFig. Rockfleet and ActiveAllocator announce alliance. LPL Financial LLC was named a…

WealthTech Weekly September 30, 2019

WealthTech Weekly September 30, 2019

Broadridge Financial Solutions launches the Data Control Solution suite. Wealthsimple acquired a Canadian tax software company. SoFi partners with Coinbase. Titan Invest launched its retirement account offering. Fidelity Investments expands the partnership with Ethic.

WealthTech Weekly September 23, 2019

WealthTech Weekly September 23, 2019

WealthBar partners with Assante Wealth Management. HiddenLevers increase integration ties with SS&C's Black Diamond Wealth Platform. Envestnet | Tamarac partners with Syracuse. St. James’s Place Wealth Management migrated to SS&C’s solutions. Northern Trust launched…

WealthTech Weekly September 16, 2019

WealthTech Weekly September 16, 2019

PEAK6 acquires Electronic Transaction Clearing. HiddenLevers was selected by Axxcess Wealth Management. A strategic alliance of Jackson National Life Insurance Company with eMoney Advisor. Guideline partnered with Stripe. 350 advisors have recently onboarded…

WealthTech Weekly September 9, 2019

WealthTech Weekly September 9, 2019

Broadridge acquires Financial Database Services. AdvicePay integrates with Wealthbox. eMoney with Benzinga starts producing podcasts. Vestmark redesigned its website. Envestnet is working on a new feature. Trizic is rebranding and launching two new products. ScratchWorks launches…

WealthTech Weekly September 2, 2019

WealthTech Weekly September 2, 2019

Envestnet|Yodlee is a new Nacha Preferred Partner for Account Validation. Fiduciary Benchmarks has launched the Business Management Dashboard. Covr's digital platform integrates with and MoneyGuideElite financial planning software product. Facet Wealth is absorbing new clients…

WealthTech Weekly August 26, 2019

WealthTech Weekly August 26, 2019

Blaze Portfolio partners with Itiviti. Artivest partners with WM Partners. FIDx partners with Ebix Inc. BridgeMark Strategies formed a strategic alliance with Chalice Financial Network. The Grove team joins Wealthfront. CAIS launches a new product with…

WealthTech Weekly August 19, 2019

WealthTech Weekly August 19, 2019

HiddenLevers will equip AGF's business development teams. RightCapital integrates with FinFolio's investment portfolio management software. CAIS partners with Schechter. LPL Financial includes Wealthbox in its Vendor Affinity Program. Chalice launches Cyber Security Protection…