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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 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…

WealthTech Weekly June 17, 2019

WealthTech Weekly June 17, 2019

First Rate announced the launch of IPAAS, Investment Performance as a Service. Health savings account customers of Optum Bank can now use Betterment. Addepar launches its mobile app for iPhone. Orion Advisor Services announced progress in integrations with three…

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.