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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 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…