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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 June 10, 2019

WealthTech Weekly June 10, 2019

FinMason partnered with Silver Wealth Technologies. Panoramix integrates with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge launches a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth…

WealthTech Weekly June 3, 2019

WealthTech Weekly June 3, 2019

Aegon Growth Capital Fund purchased 25 percent of the shares in RISK Verzekeringen. Social Finance (SoFi) is in the final stages of securing $500 million from the Qatar Investment Authorit.…

WealthTech Weekly May 27, 2019

WealthTech Weekly May 27, 2019

Asset-Map integrates with Orion. Broadridge acquires Canadian RPM Technologies. Capitect integrates with RightCapital. Wealthsimple raised $75 million. Vestmark's Adhesion Wealth connects advisors and asset managers. Waddell & Reed launched WaddellONE technology to its advisors.

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.
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