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DriveWealth launches WealthSeed, a new platform that gives independent contractors an alternative to traditional employer-sponsored plans. TradingScreen’s EMS has been certified for integration with thinkFolio. Birch Grove Capital selected ClearStructure’s Sentry PM as its portfolio management solution. Advisor Group introduced the CyberGuard Program, a toolkit of cybersecurity services and support platforms.

Wealthsimple partnered with Mercer to launch Mercer’s Invest Wise solution. Preqin’s private equity data will now be available via FactSet workstation.

DriveWealth

DriveWealth, LLC, a leader in global digital trading technology, in partnership with IPJukebox, a consumer-focused fintech company, announced the launch of WealthSeed, a new online investment product designed to give independent contractors a valuable alternative to traditional employer-sponsored plans. The DriveWealth platform is the engine for the new offering that aims to remove barriers to building long-term financial health.

Find details here.

Wealthsimple

Toronto-based FinTech Wealthsimple has partnered with Mercer, a consulting firm for the health and wealth management industries, to launch Mercer’s Invest Wise solution.

Invest Wise is a white-labelled version of Wealthsimple’s product. The platform combines Wealthsimple’s automated investing technology and Mercer’s curation of portfolios. Canadian employers can offer their employees the service, which allows users to manage retirement savings and digital investing.

Find details here.

TradingScreen

TradingScreen, an order and execution management system (EMS) that works across all asset classes, has announced its solution has been certified for integration with thinkFolio, the investment management platform provided by IHS Markit.

The certification means thinkFolio clients can access TradingScreen’s EMS functionality within a software as a service (SaaS) solution environment.

Find details here.

ClearStructure Financial Technology

ClearStructure Financial Technology, a provider of global award-winning portfolio management solutions for investment managers, private debt firms and administrators, announced that Birch Grove Capital, a New York-based alternative credit manager has selected Sentry PM as its portfolio management solution.

Find details here.

Preqin

Preqin’s private equity data will now be available via FactSet, a provider of integrated financial information and analytical applications. Subscribers will be able to access the data via the FactSet workstation, allowing users to integrate private market data into their workflows.

Find details here.

Advisor Group

Advisor Group, one of the nation’s largest networks of independent wealth management firms, comprising FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial, announced the introduction of the CyberGuard Program, an evolving toolkit of cybersecurity services and support platforms aimed at empowering its 7,000 advisors across the country to protect themselves and their clients from the ever-increasing threat of cyber-attacks. The program is designed to evolve over time as advisors’ cybersecurity needs continue to grow in the future.

Find details here.

WealthTech Weekly February 17, 2020

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…

WealthTech Weekly February 10, 2020

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…

WealthTech Weekly February 3, 2020

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…

WealthTech Weekly January 27, 2020

WealthTech Weekly January 27, 2020

Act Analytics launches new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, Launches in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham…

WealthTech Weekly January 20, 2020

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…

WealthTech Weekly January 13, 2020

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…

WealthTech Weekly January 6, 2020

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…

WealthTech Weekly December 23, 2019

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…