fbpx

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 don’t transform their business risk losing clients to competitors who do. Report: Global Financial Planning Software Market key players and analysis 2019.

xignate

Xignite, Inc. announced they have joined the Snowflake Data Exchange, a newly created data marketplace developed by Snowflake, the data warehouse built for the cloud. Xignite will provide end-of-day and historical equities pricing data, as well as currency exchange rates data to the marketplace.

Find details here.

DriveWealth

Courtesy of a new partnership with Sigma Securities and Trove Technologies, global digital trading technology specialist DriveWealth is launching a new digital U.S. equities trading product for retail investors in Nigeria.

Find details here.

Personal Capital

Industry-leading digital wealth manager Personal Capital announced that in June the company surpassed $10 billion in assets under management (AUM), an increase of more than $2 billion since Q4 2018.

Find details here.

Analytics

Why advisors ‘must love technology more than they fear change’. Like it or not, digitally enhanced advising is here. If firms haven’t begun to transform their practices, they risk losing clients to competitors who have.

Find details here.

Report

Financial Planning Software Market research Report is a valuable supply of insightful information for business strategists. This Financial Planning Software Market study provides comprehensive data that raised the understanding, scope and application of this report. The report mainly studies the size, recent trends and development status of the Financial Planning Software market, as well as investment opportunities, government policy, market dynamics (drivers, restraints, opportunities), supply chain and competitive landscape.

Find details here.

WealthTech Weekly September 16, 2019

WealthTech Weekly September 16, 2019

PEAK6 acquires Electronic Transaction Clearing. HiddenLevers was selected by Axxcess Wealth Management. A strategic alliance of Jackson National Life Insurance Company with eMoney Advisor. Guideline partnered with Stripe. 350 advisors have recently onboarded…

WealthTech Weekly September 9, 2019

WealthTech Weekly September 9, 2019

Broadridge acquires Financial Database Services. AdvicePay integrates with Wealthbox. eMoney with Benzinga starts producing podcasts. Vestmark redesigned its website. Envestnet is working on a new feature. Trizic is rebranding and launching two new products. ScratchWorks launches…

WealthTech Weekly September 2, 2019

WealthTech Weekly September 2, 2019

Envestnet|Yodlee is a new Nacha Preferred Partner for Account Validation. Fiduciary Benchmarks has launched the Business Management Dashboard. Covr's digital platform integrates with and MoneyGuideElite financial planning software product. Facet Wealth is absorbing new clients…

WealthTech Weekly August 26, 2019

WealthTech Weekly August 26, 2019

Blaze Portfolio partners with Itiviti. Artivest partners with WM Partners. FIDx partners with Ebix Inc. BridgeMark Strategies formed a strategic alliance with Chalice Financial Network. The Grove team joins Wealthfront. CAIS launches a new product with…

WealthTech Weekly August 19, 2019

WealthTech Weekly August 19, 2019

HiddenLevers will equip AGF's business development teams. RightCapital integrates with FinFolio's investment portfolio management software. CAIS partners with Schechter. LPL Financial includes Wealthbox in its Vendor Affinity Program. Chalice launches Cyber Security Protection…

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…