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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 October 14, 2019

WealthTech Weekly October 14, 2019

UPS, Mastercard, Etsy, Brightside, Arizona State University, and Acorns join BlackRock’s Emergency Savings Initiative. Tradeweb Markets is collaborating with Cassini Systems and OpenGamma. Broadridge is to acquire Fi360. RetireUp is part of LPL…

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…