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PitchBook’s Platform was named Best Financial & Market Data Solution of 2019. Broadridge launched a change management service to help companies be compliant with Securities Financing Transactions Regulation (SFTR).

Entreda commenced the formation of its Advisory Board. Mike Reynolds joined Absolute Engagement as president after a successful career at TD Wealth.

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 the Envestnet Insurance Exchange Platform. Envestnet | Tamarac concluded its digital account-opening pilot with TD Ameritrade Institutional and Schwab Advisor Services.

PitchBook

PitchBook, the premier data provider for the private and public equity markets, announced its Platform has been named Best Financial & Market Data Solution of 2019 as part of the annual SIIA CODiE Awards for the eighth consecutive year. The CODiE Awards recognize the companies producing the most innovative business technology products across the country, and around the world. Winners are selected following a rigorous judging process, involving an extensive application and multiple rounds of judge evaluations and member voting. The PitchBook Platform was selected for its continued innovation in surfacing hard-to-find financial data and insights on evolving capital markets.

Find details here.

Broadridge Financial Solutions

In order to help companies design their target operating models to be compliant with the impending Securities Financing Transactions Regulation (SFTR), Broadridge Financial Solutions has launched a change management service which provides a practical blueprint for front-to-back changes to overall architecture, organizational structure, business processes, and location strategy.

Find details here.

Entreda

Entreda, an industry-leading developer of integrated cybersecurity software and solutions for the retail wealth management industry, announced that it has commenced the formation of its Advisory Board.

The Board will gather insights from top industry leaders to ensure that Entreda enhances its cybersecurity stewardship for firms and advisors, starting with the appointment of industry leader Marc Butler, Chief Operating Officer of BNY Mellon’s Albridge and Dr. Neil Daswani, Former Chief Information Security Officer at LifeLock and Co-Director of the Stanford Advanced Security Program.

Find details here.

CAIS

CAIS, a financial technology platform connecting financial advisors with alternative investments, is partnering with Private Client Resources (PCR) to streamline the delivery of analytics-ready data for independent financial advisors and fund managers.

PCR’s integration partnership with CAIS will deliver the reporting-ready data, tailored to advisors’ preferences to populate internal client reporting systems, third-party reporting platforms, and major custodians.

Find details here.

Addepar

Addepar, a leading technology platform for wealth management, announced it has entered into a reseller partnership with Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for U/HNW clients and their investment portfolios.

The new agreement will make Addepar available to firms who see the value in delivering personalization for themselves and their clients and who are looking for a solution that can support them as they grow.

Find details here.

Absolute Engagement

Absolute Engagement – a leading global research and training firm focused on increasing client retention and referrals within the financial services industry – announced that Mike Reynolds joined the team as president. This move not only enhances the depth of expertise offered to Absolute Engagement clients, but also expands the growing team’s capabilities to help financial services firms and advisors deliver a differentiated client experience that drives significant profit and growth.

Find details here.

Insurance Technologies

Insurance Technologies, LLC, a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce its new partnership with Fiduciary Exchange, LLC (FIDx), a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to deliver annuity illustration and e-application sales capabilities within the Envestnet Insurance Exchange Platform, a wealth management platform.

Find details here.

Envestnet | Tamarac

Envestnet | Tamarac concluded its digital account-opening pilot with TD Ameritrade Institutional and Schwab Advisor Services, making the features available to the broad market, according to a company announcement. With the feature enabled, auto-populated client account information will now appear in the custodial platform, directly from Tamarac Reporting.

Find details here.

Report

Wealth Managers and High-Net-Worth Clients Embrace Digitization

A new report from Forbes Insights and Temenos also found a majority of wealth managers saw attracting mass affluent clients as “highly important” for their practice.  This report gives a look at the value of technology from the perspectives of both the wealth manager and the client.

Find details here.

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…

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.