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Interactive Brokers releases a new product aimed to reduce the administrative burden of participating in a securities class action lawsuit. iCapital will become the exclusive feeder fund-service provider for the wealth-management alternative investments group of Morgan Stanley. Wealthsimple partners with H&R Block to provide Canadians with a solution to grow their tax refund chance. Empower Retirement will deliver customized advisory services to workers saving for retirement. Envestnet acquires PIEtech for $500 million. Broadridge Financial Solutions integrated SWIFT global payments innovation for its corporate clients. Redtail integrates with Snappy Kraken.

Interactive Brokers

Online trading major Interactive Brokers has announced the release of a new product which has the purpose of reducing the administrative burden of participating in a securities class action lawsuit.

Find details here.

Morgan Stanley

Morgan Stanley recently entered into an agreement with iCapital — a financial technology firm (FinTech platform). According to the agreement, iCapital will become the exclusive feeder fund-service provider for the wealth-management alternative investments group of Morgan Stanley.

Find details here.

Wealthsimple

Wealthsimple and tax prep company H&R Block have announced a partnership to provide Canadians with a solution to grow their tax refund chance. Through the offering, H&R Block customers will be able to contribute to a Wealthsimple portfolio with no management fees for the first year when they open their first account.

Find details here.

Empower Retirement

Empower Retirement announced a new means of delivering customized advisory services to workers saving for retirement through close collaboration with the skills and expertise of financial advisors.

Find details here.

Envestnet

Envestnet acquires PIEtech for $500 Million. Wealthtech innovator Envestnet announced earlier this month plans for its tenth acquisition. The Chicago-based company will bolster its existing advisor offerings with the purchase of PIEtech, a deal expected to close mid-year 2019.

Find details here.

Broadridge Financial Solutions

Broadridge Financial Solutions has integrated SWIFT global payments innovation (gpi) for its corporate clients and is now on-boarding users. The solution, introduced to enhance the speed, transparency and end-to-end tracking of cross-border payments, is now available through Broadridge’s financial messaging application (FinMApp) to all SWIFT members.

Find details here.

Redtail

Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, integrates with Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes.

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…