fbpx

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 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…

WealthTech Weekly August 19, 2019

WealthTech Weekly August 19, 2019

HiddenLevers will equip AGF's business development teams. RightCapital integrates with FinFolio's investment portfolio management software. CAIS partners with Schechter. LPL Financial includes Wealthbox in its Vendor Affinity Program. Chalice launches Cyber Security Protection…