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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 August 3, 2020

WealthTech Weekly August 3, 2020

Apex Clearing integrates with Orion. Mirador partners Fusion Financial Partners. Fi360 partners with ProctorU. DriveWealth partners with MotivHealth. MoneyGuide teamed up Envestnet Analytics. Sezzle partners with Plaid. Hearsay Systems partners with Salesforce. Asset-Map announced AdviceTech.LIVE, a live,…

WealthTech Weekly July 27, 2020

WealthTech Weekly July 27, 2020

E*TRADE is to adopt the merger agreement with Morgan Stanley. FP Alpha announced a new client data integration with Redtail. Xignite partnered with SIX. Cornerstone Financial Planning joins LPL. Marstone will integrate with…

WealthTech Weekly July 20, 2020

WealthTech Weekly July 20, 2020

Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper. AdvicePay partnered with Envestnet | MoneyGuide. Insigneo partners with Skience. DriveWealth retained BackBay Communications as agency of record. Riskalyze appointed Brian McLaughlin to its…

WealthTech Weekly July 13, 2020

WealthTech Weekly July 13, 2020

AdvicePay integrates MoneyGuide. Morningstar acquires Sustainalytics. Twenty Over Ten updates its Lead Pilot tool. ParameterInsights published a report on changes in the wealth management industry. SmartAsset's CEO, Michael Carvin, was named one of…

WealthTech Weekly July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…

WealthTech Weekly June 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…