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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 August 12, 2019

WealthTech Weekly August 12, 2019

Apex Clearing releases its inaugural Apex Millennial 100 report. Moody’s Analytics won Wholesale Modelling Software of the Year. DriveWealth partners Revolut. SPS Family will be deploying the XtivaCloud SPM platform. Envestnet is running…

WealthTech Weekly August 5, 2019

WealthTech Weekly August 5, 2019

Chalice launches the Reg-BI Readiness Platform. AdvicePay launches a fee calculator. Northern Trust Asset Management acquires Belvedere Advisors. Moody’s acquired RiskFirst. Wealthsimple selected Xignite to power its Wealthsimple Trade app. Interactive Brokers joins Tradesocio’s liquidity…

WealthTech Weekly July 29, 2019

WealthTech Weekly July 29, 2019

Betterment launched its own fee-free, high-yield savings account with one of the best rates on the market. Envestnet announces improvements to MoneyGuide's MyBlocks. Moody’s Analytics won the award for Best Reporting…

WealthTech Weekly July 22, 2019

WealthTech Weekly July 22, 2019

DriveWealth launches WealthSeed, an alternative platform to traditional employer-sponsored plans. TradingScreen's EMS has been certified for integration with thinkFolio. Birch Grove Capital selected ClearStructure's Sentry PM as its portfolio management solution. Advisor Group introduced…

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…