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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 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…

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 July 1, 2019

WealthTech Weekly July 1, 2019

Broadridge partners with Preqin. Shareholders Service Group (SSG) partners with Blueleaf. People’s United Bank has chosen Xtiva as its Incentive Compensation Management solution. Apex Clearing Corporation partners Apex Crypto. RightCapital integrates with the CircleBlack's…

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…