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Xignite partnered with StockCharts.com to enable the popular online destination for traders and investors to significantly increase its market reach around the world. SmartRIA integrates with SS&C’s Black Diamond Wealth Platform to significantly streamline the surveillance of compliance activities for well-established RIA firms. 55ip partnered with Shareholders Service Group (SSG) to enable advisors to design or enhance their own adviser-branded investment strategies. Docupace integrates with FundKeeper to enable advisors and back office staff to open and maintain mutual fund accounts from one unified interface. New details about Cetera’s decision to partner with startup AdvicePay due to the acute need within the wealth management industry for more advisor-centric technology.

TradePMR is rolling out new augmented reality technology for advisor recruitment, which blends virtual objects with real-world settings. Wealthfront is increasing the interest rate on high-yield accounts that bring in $1 billion since launching in February.

Paul Martin Joins Facet Wealth as a Chief Technology Officer.

xignate

Financial market data cloud company Xignite has partnered with financial charting and technical analysis platform, StockCharts.com. The collaboration will enable the popular online destination for traders and investors to significantly increase its market reach around the world, as well as boost StockCharts.com’s ability to offer more data – including data on international markets.

Find details here.

Smart-RIA

SmartRIA announced an integration with SS&C’s Black Diamond Wealth Platform to significantly streamline the surveillance of compliance activities for well-established RIA firms.

The direct connection between the two systems allows RIA firms to use Black Diamond data within SmartRIA. The shared data creates a 360-degree view of client households, which facilitates surveillance of mission-critical compliance issues. These can include: client annual reviews, trading inactivity, and high account cash balance alerts, viewing and reporting on accounts by discretionary/non-discretionary status and other complex compliance oversight issues.

Find details here.

tradepmr

TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, is intended to give financial advisors a preview of what it would be like to work with TradePMR. The first experience, an invitation to the firm’s annual advisor conference Synergy 2019, was released to advisors today. Future uses include a virtual tour of TradePMR’s headquarters and tech demonstrations all with built-in messages from TradePMR leadership, including exclusive content for advisors.

Find details here.

55ip

55ip, an investment strategy engine that enables advisors to automate and custom-build investment strategies using quantitative capabilities, has partnered with Shareholders Service Group (SSG), a brokerage and advisory firm for independent investment advisers and their clients.

Advisers using SSG will now be able to leverage 55ip’s modular investment capabilities to design or enhance their own adviser-branded investment strategies that address the most common frictions that get in the way of client outcomes – fees, taxes and risk of extreme losses.

Find details here.

Wealthfront

Wealthfront’s new high-yield accounts bring in $1 billion since launching in February. Wealthfront is increasing the interest rate on those accounts from 2.24 to 2.29 percent— now higher than high-yield offerings from Goldman Sachs’ consumer banking arm Marcus. The company, which says it manages $13.5 billion in customer assets, plans to launch direct deposit and a debit card by the end of this year.

Find details here.

Docupace Technologies

Docupace, a data-driven digital operations platform designed to meet the specific business needs of broker-dealers, RIAs, and insurance organizations, announced the integration of the Docupace platform with FundKeeper, an innovative mutual fund service platform that brings together the real-time shareholder accounting technology of Envision Financial Systems and the operational experience of U.S. Bank Global Fund Services.

Find details here.

Cetera

Cetera’s decision to partner with startup AdvicePay was all about timing, and lack of appropriate tech from existing vendors, according to the firms.

New details about the Cetera and AdvicePay relationship show the acute need within the wealth management industry for more advisor-centric technology, and how more of those solutions are coming from inside, not outside, of the industry. Cetera began developing an action plan around a trend toward fee-for-service it had identified about a year ago.

Find details here.

Facet Wealth

Facet Wealth, a next-generation financial services company, welcomes Paul Martin as the firm’s new chief technology officer, guiding the evolution of Facet’s groundbreaking tech platform that enables its team of planners to deliver affordable and comprehensive financial planning to underserved mass affluent households. Martin brings to Facet extensive entrepreneurial experience and a proven record of transforming agile engineering teams.

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…