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FinMason partnered with Silver Wealth Technologies. Panoramix announced a new technology integration with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge is planning to launch a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth Management Symposium in Las Vegas, Nevada. ConferenceAdit expands its turnkey suite of services for attendees of conferences organized by independent broker-dealers, custodians and industry associations.

FinMason

U.S.-based fintech FinMason announced on Tuesday it has partnered with Silver Wealth Technologies, a trusted provider of enterprise-class business and technology solutions for investment services companies. Through the collaboration, FinMason’s real-time API will be used to deeply integrate investment calculations into Silver’s innovative wealth data unification platform, enabling advisors and wealth managers to access analytics on any publicly-traded security in the world.

Find details here.

Panoramix

Panoramix, an innovative advisor technology platform, announced a new technology integration with leading CRM provider, Wealthbox. Advisors using both systems will now be able to sync data across platforms, saving time and resources while ensuring accurate reporting.

Find details here.

Docupace Technologies

Docupace and WalkMe, the world’s first Digital Adoption Platform and one of the fastest-growing global software companies, announced a strategic partnership enabling broker-dealers and advisors to easily adopt and implement Docupace into their practices for greater and more efficient service offerings.

Find details here.

Broadridge Financial Solutions

Broadridge is planning to launch a new blockchain-based shareholder disclosure platform in Europe in preparation for the incoming European Shareholder Rights Directive.

It is also planning a series of process enhancements in order to support both institutional intermediaries for global proxy voting.

Find details here.

Advisor Group

Advisor Group, one of the nation’s largest networks of independent wealth management firms, comprising FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, completed its 4th annual Wealth Management Symposium in Las Vegas, Nevada. Held from May 29 through May 31, the Wealth Management Symposium (WMS) has become one of the industry’s leading conferences for aligning education, networking and best practices-sharing in one consolidated event to position independent financial advisors for success across every facet of holistic wealth management.

Find details here.

ConferenceAdit

ConferenceAdit, a technology-enabled provider of comprehensive continuing education event support for the retail wealth management space, announced the expansion of its turnkey suite of services to deliver mobile-based continuing education solutions for attendees of conferences organized by independent broker-dealers, custodians and industry associations. With the expansion of its platform, ConferenceAdit now provides any organization hosting a continuing education (CE) conference with the ability to track attendee participation, conduct instant attendee surveys and distribute digital conference materials via a streamlined mobile-based platform.

Find details here.

WealthTech Weekly July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…

WealthTech Weekly June 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…

WealthTech Weekly June 8, 2020

WealthTech Weekly June 8, 2020

Northern Trust partnered BlackRock. InvestorCOM announced a deal with Morningstar Inc. RIA in a Box, Morningstar, Redtail Technology (Redtail), and Riskalyze help new RIAs. Charles Schwab gets DOJ approval to buy…

WealthTech Weekly June 1, 2020

WealthTech Weekly June 1, 2020

Regal Holdings selected InvestorCOM's Reg BI compliance platform. LPL Financial purchases the assets of E.K. Riley. Envestnet builds AI-driven app. Vestwell launches a new retirement plan solution. FinMason was selected by RiskPro. Charles Schwab acquires…

WealthTech Weekly May 25, 2020

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…

WealthTech Weekly May 18, 2020

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…