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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 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.

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 May 6, 2019

WealthTech Weekly May 6, 2019

E*TRADE's customers will trade Bitcoin and Ethereum. Interactive Brokers combines Watchlists & Scanners. Envestnet announced new analytical tools. AdvisorEngine announced deeper Junxure integrations. Broadridge acquires Rockall Technologies. IBM collaborates with Thomson Reuters. Guideline…

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…
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