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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 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.