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First Rate announced the launch of IPAAS, a new strategic partnership approach enabling to present investment performance calculation within their platform. Health savings account customers of Optum Bank can now use Betterment for help investing HSA money. Addepar announced the launch of its mobile app for iPhone, giving financial advisors and their clients the ability to access their portfolio from their smartphones in a self-service. Orion Advisor Services announced progress in integrations with three third-party technology providers. Pershing has formed a new Integration Advisory Council, made up initially of 14 tech vendors, including Envestnet, MoneyGuidePro and RedTail Technology, to name a few. SS&C Technologies Holdings, Inc announced additional integration options with the advisory platforms of TD Ameritrade and Charles Schwab and reported progress on integrations with the two remaining big-four custodians—Fidelity and Pershing.

First Rate

First Rate announced the launch of IPAAS, Investment Performance as a Service, a new strategic partnership approach enabling providers of wealth management technology a subscription-based capability to present investment performance calculation within their platform. Unlike the traditional approach to implementing a performance reporting platform or imposing a new technology strategy, IPAAS is designed to support the subscribers’ existing platform to deliver best-in-class performance data and reporting through a seamless integration.

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Health savings account customers of Optum Bank can now use Betterment for help investing HSA money. Customers who elect to invest some or all of their HSA with Betterment will go through an onboarding process to determine how much the investor plans to use funds for medical expenses versus long-term savings to determine investment allocations.

Find details here

Addepar

Addepar announced the launch of its mobile app for iPhone, giving financial advisors and their clients the ability to access their portfolio from their smartphones in a self-service, secure way at any time.

Find details here

Orion

Portfolio management provider Orion Advisor Services announced progress in integrations with three third-party technology providers.

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Pershing

Pershing has formed a new Integration Advisory Council, made up initially of 14 tech vendors, including Envestnet, MoneyGuidePro and RedTail Technology, to name a few.

Find details here

SS&C Technologies

SS&C Technologies Holdings, Inc. (which owns both Black Diamond and Advent) announced additional integration options with the advisory platforms of TD Ameritrade and Charles Schwab and reported progress on integrations with the two remaining big-four custodians—Fidelity and Pershing.

Find details here

 

Personal Capital

Personal Capital has introduced a high-yield FDIC-insured savings account that is available to current clients and non-clients. Personal Capital Cash has no minimum balance and an annual percentage yield (APY) of 2.30% for non-clients. UMB Institutional Banking, however, is Personal Capital’s partner in the launch of Personal Capital Cash.

Find details here

WealthTech Weekly December 2, 2019

WealthTech Weekly December 2, 2019

Wellington Management will use Artivest's open-architecture digital platform. eToro's new global investment portfolio is focused on foodtech. Interactive Brokers Group offers fractional shares of almost any US stock. Robinhood withdraws its bank charter…

WealthTech Weekly November 25, 2019

WealthTech Weekly November 25, 2019

Pro.com partners with SoFi. RedBlack will provide Evoke Wealth with portfolio rebalancing and trading solutions. iCapital Network partners with PIMCO. Broadridge Financial Solutions purchased ClearStructure Financial Technology. Alchemy Technologies partners with Plaid. Wellington Management chose Artivest's…

WealthTech Weekly November 18, 2019

WealthTech Weekly November 18, 2019

FastWealth partnered with DriveWealth. BridgeFT integrates and partners with AdvisorPeak. Smartleaf will optimize the back-office processes at First Western Trust Bank. WeInvest launched a new product. Envestnet|Tamarac and Flyer presented their integrated…

WealthTech Weekly November 11, 2019

WealthTech Weekly November 11, 2019

Infinex partners Jemstep. Bridge Financial Technology and Wealthbox CRM integrate and partner. AdvicePay and Valmark announced a new strategic partnership. StratiFi Technologies integrates with SS&C's Black Diamond Wealth Platform. Envestnet adds Yodlee FinApps…

WealthTech Weekly November 4, 2019

WealthTech Weekly November 4, 2019

Chalice and Succession Link are now both available through a single sign-on. TradeZero America has signed Apex Clearing to enhance its brokerage functions. eMoney integrates with TD Ameritrade Institutional’s Veo One. Tradier Brokerage…

WealthTech Weekly October 28, 2019

WealthTech Weekly October 28, 2019

WealthBar acquired Snap Projections. Human Interest partners with Zenefits. Timeline integrates with SS&C’s Black Diamond® Wealth Platform. iCapital Network and Schwab Advisor Services announced an expanded relationship. First Rate relaunches its OnPoint solution. InvestCloud released…

WealthTech Weekly October 21, 2019

WealthTech Weekly October 21, 2019

Whealthcare Planning was recognized as Technology Thought Leadership by wealthmanagement.com. Facet Wealth was selected as DSASD's preferred partner. GeoWealth adds a series of models from Fidelity Investments to its model marketplace. Copytalk joined with Redtail.…

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…