fbpx

Broadridge Financial Solutions inked a deal with Preqin, a U.K.-based provider of financial data. Shareholders Service Group (SSG) and Blueleaf announced a new strategic partnership. People’s United Bank has chosen Xtiva as its Incentive Compensation Management solution. Apex Clearing Corporation partners Apex Crypto to launch a cryptocurrency trading platform for broker-dealers and financial advisors. RightCapital has integrated with the CircleBlack’s platform.

Wealth Dynamix has launched a new version of its Client Lifecycle Management solution. The CreditLens credit-lifecycle-management solution of Moody’s Analytics has been adopted by over 100 firms since its launch. Personal Capital launched a public bug bounty program with Bugcrowd.

Broadridge Financial Solutions

Broadridge Financial Solutions, Inc. (BR – Free Report) recently announced that it has inked a deal with Preqin, a U.K.-based provider of financial data and information to the alternative assets market.

The deal will see the integration of Preqin’s private market data into Broadridge’s distribution data and analytics platform that offers global mutual fund and ETF distribution data to help asset managers manage asset flows, measure market share, identify opportunities and benchmark sales performance across global markets.

Find details here.

Shareholders Service Group

Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage and custodial services of SSG. As part of the strategic partnership, SSG executives will partner with Blueleaf on long-term product roadmap and feature development.

Find details here.

Wealth Dynamix

Wealth Dynamix has launched a new version of its Client Lifecycle Management solution, WDX1 in response to a demanding regulatory climate, a new generation of more sophisticated clients and what it describes as ‘increasingly complex digital challenges’. The enhanced solution empowers clients by allowing them to become engaged via multiple digital and traditional channels whilst improving efficiencies for firms engaged in High Net Worth relationships and facilitates more time spent building client relationships.

Find details here.

Xtiva

Xtiva Financial Systems announced that People’s United Bank, a diversified, community-focused financial services company headquartered in the Northeast, has chosen Xtiva as its Incentive Compensation Management solution. People’s United will initially deploy the Xtiva platform across its People’s Securities, Inc. entity. Xtiva’s data-driven advantage is designed to provide People’s United with an operationally robust, scalable and results-focused incentive compensation service backed by Xtiva experts.

Find details here.

Moody's Analytics

Moody’s Analytics, a leading provider of financial intelligence, announced that the CreditLens credit-lifecycle-management solution has been adopted by over 100 firms since its launch. Built on the latest cloud-based technology, the CreditLens platform helps businesses digitally transform their commercial credit processes to make faster and better-informed decisions.

Find details here.

Apex Clearing Corporation

Apex Clearing Corporation and Apex Crypto announced on Thursday they have formed a partnership to launch a cryptocurrency trading platform that is specifically for broker-dealers and financial advisors. According to the duo, this new platform allows investors to transition between trading equities and trading cryptocurrency, opening and funding new accounts in minutes.

Find details here.

CircleBlack

CircleBlack, a wealth management platform that provides financial advisors all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology applications, announced that RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, has integrated with its platform.

This new integration will allow advisors who use RightCapital to help their investor clients with financial and tax planning by being able to pull in daily account information and holdings data through the CircleBlack platform – allowing advisors to work more efficiently and deliver real-time information to their clients.

Find details here.

Personal Capital

Digital wealth manager Personal Capital launched a public bug bounty program with Bugcrowd, the No. 1 crowdsourced security company. The initiative will incentivize security researchers to hack a replica of the Personal Capital site to uncover potential cybersecurity vulnerabilities and provide the company with information to quickly and efficiently act on these threats. Working with Bugcrowd, Personal Capital will be able to tap the expertise of the most uniquely-skilled hackers and security researchers in the world. Participants in the program will be eligible for a cash reward “bounty,” depending on the level of security risk they find and report

Find details here.

Analytics

Your website can be either your biggest asset or your largest liability.

About 93% of all online interactions between a consumer and a brand still begin “the old-fashioned way”—with a search engine. But more than that, about 70% of the links that search users click on are organic—meaning that most people (to the tune of about 70% to 80%, as per the aforementioned study) tend to ignore paid ads on engines like Google entirely, instead focusing on the organic results.

All of this means that when people go looking for a financial advisor, the vast majority of the time they’re going to discover your business in the exact same way—via your website. With that in mind, financial advisor web design doesn’t just become important.

Find details here.

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 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…

WealthTech Weekly June 17, 2019

WealthTech Weekly June 17, 2019

First Rate announced the launch of IPAAS, Investment Performance as a Service. Health savings account customers of Optum Bank can now use Betterment. Addepar launches its mobile app for iPhone. Orion Advisor Services announced progress in integrations with three…

WealthTech Weekly June 10, 2019

WealthTech Weekly June 10, 2019

FinMason partnered with Silver Wealth Technologies. Panoramix integrates with Wealthbox. Docupace and WalkMe announced a strategic partnership. Broadridge launches a new blockchain-based shareholder disclosure platform in Europe. Advisor Group completed its 4th annual Wealth…

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…