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E*TRADE is going to allow customers to trade Bitcoin and Ethereum on its platform. Interactive Brokers plans to combine Watchlists & Scanners into a single tool. Envestnet announced new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity. AdvisorEngine announced new, deeper Junxure integrations, which include data flow improvements between the CRM application, Orion platform, Constant Contact, and MyRepChat.

MoneyGuide and eMoney are battling to redefine the way advisors interact with clients. Broadridge acquires Rockall Technologies to expand its front-to-back wealth management capabilities. IBM collaborates with Thomson Reuters to help banks address ever-growing regulatory requirements through the powerful combination of artificial intelligence (AI) and real-time regulatory insights. Guideline partners with Brex to support startups and small businesses.

Schroders’ investIQ will be available to Citi clients in Asia and Europe in the first half of 2019.

ETRADE

E*TRADE Financial Corp. (ETFC) is reportedly preparing to enter the cryptocurrency world with plans to allow customers to trade popular coins such as Bitcoin and Ethereum on its platform. The move would make it one of the largest securities brokerages to allow cryptocurrency trading, according to anonymous sources familiar with the firm’s plans interviewed by Bloomberg.

Find details here.

MoneyGuide

MoneyGuide, eMoney battle for financial planning software crown. Two of the most successful fintech companies are racing to redefine the way advisors interact with clients.

MoneyGuide and eMoney are battling to capture technology budgets as companies across the financial services industry try to move away from product sales in favor of providing financial wellness, comprehensive wealth management or holistic financial advice.

Find details here.

Interactive Brokers

Online trading major Interactive Brokers Group, Inc. (IEX:IBKR) has unveiled its plans to introduce a feature that will consolidate Scanners and Watchlists into a single tool that provides multiple methods to create and update one’s instrument list.

Watchlists and Market Scanners both result in lists of contracts, but are created differently. Watchlists are user-defined, static lists. Scanners are criteria-driven dynamic lists that can be refreshed with the click of a button.

Find details here.

Broadridge Financial Solutions

Broadridge Financial Solutions has taken a major step to expand its front-to-back wealth management capabilities via the acquisition of Rockall Technologies, a provider of securities-based lending (SBL) and collateral management solutions for wealth management firms and commercial banks.

Rockall’s collateral management technology targets financial institutions that need to “improve the performance of wealth, retail, commercial and corporate lending,” officials say. Rockall adds that its technology attempts to “streamline collateral management,” and act as a “safeguard against credit risk and enhance lending.”

Find details here.

Schroders

investIQ, a digital tool developed by Schroders alongside behavioural scientists, combines the science of behavioural finance and investment education, which aims to enable Citi clients to better understand how their personality could impact their investments. It will be exclusively available to Citi clients in Singapore, Malaysia, United Arab Emirates, the United Kingdom, Thailand, Indonesia, Philippines and Poland in the first half of 2019. It will be gradually rolled out in more Asian markets in the second half of 2019.

Find details here.

Envestnet

Envestnet (NYSE: ENV), a leading provider of intelligent systems for wealth management and financial wellness, announced Envestnet Advisor Analytics, a series of new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity.

The new offering will be available on Envestnet Intelligence, which is Envestnet’s omni-channel platform that includes desktop, mobile, voice, notification and alerting channels. This platform leverages artificial intelligence and machine learning, natural language processing, and an advanced data analytics engine, which enables advisors to easily answer key business questions.

Find details here.

Thomson Reuters

IBM and Thomson Reuters announced a joint collaboration to help banks address ever-growing regulatory requirements through the powerful combination of artificial intelligence (AI) and real-time regulatory insights.

IBM and Thomson Reuters Regulatory Intelligence will now offer financial institutions access to a RegTech solution delivered from the IBM Cloud that features real-time financial services data from thousands of content sources. Backed by the power of AI and domain knowledge of Promontory Financial Group, the collaboration will enable risk and compliance professionals to keep pace with regulatory changes, manage risk and reduce the overall cost of compliance.

Find details here.

Guideline

Guideline is partnering with Brex to support startups and small businesses.

Guideline started with the goal of creating a modern and affordable approach to retirement planning that works for businesses of every size, with an emphasis on startups and small businesses. They’ve partnered with Brex to provide Guideline’s clients with more tools to make running their business even easier. Brex is the first credit card for startups and modern businesses, with higher limits, no personal guarantee or security deposit required, and the most competitive rewards program on the market.

Find details here.

AdvisorEngine

AdvisorEngine announces new, deeper Junxure integrations.

AdvisorEngine, the current owner of Junxure, announced the integrations Thursday, which include heavy-duty application programming interface work in collaboration with Orion Advisor Services as well as Constant Contact and MyRepChat. Meant largely to help power advisory firms’ marketing and communication efforts with prospects and clients, the integrations will allow simultaneous access of CRM and portfolio data.

Find details here.

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 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.

WealthTech Weekly April 15, 2019

WealthTech Weekly April 15, 2019

Broadridge launches Broadridge Securities Lending Board Insights. PIEtech launches MoneyGuideElite. Betterment partners with Goldman Sachs and BlackRock. YCharts partners WealthManagement.com. Finicity partners with Pulte Mortgage. iCapital Network was recognized in…

WealthTech Weekly April 8, 2019

WealthTech Weekly April 8, 2019

Additional Tamarac services to the users of PortfolioCenter after Envestnet | Tamarac® acquires it. LifeYield's asset location technology will be available to Mercer Advisors' 40 regional offices and centralized investment team. Vestwell Holdings raised…

WealthTech Weekly April 1, 2019

WealthTech Weekly April 1, 2019

SoFi collaborates with Delos to give homeowners access to Delos' home wellness solutions. Robinhood acquired MarketSnacks, a financial news podcast and newsletter. SigFig launched SigFig Atlas, a platform for banks and…

WealthTech Weekly March 25, 2019

WealthTech Weekly March 25, 2019

Interactive Brokers releases a new product. Morgan Stanley partners with iCapital. Wealthsimple partners with H&R Block. Empower Retirement will deliver advisory services to workers. Envestnet acquires PIEtech. Broadridge Financial Solutions…
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