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Chalice launches the Reg-BI Readiness Platform to help its members work under the new regulatory environment. AdvicePay launches a fee calculator to simply and easily calculate the amount of fees and automatically create accompanying invoices for compliance purposes. Northern Trust Asset Management is to acquire Belvedere Advisors LLC, which owns Emotomy. Moody’s Analytics acquired RiskFirst to extend its range of risk solutions to the institutional buy-side. Wealthsimple selected Xignite to power its new stock-trading mobile app, Wealthsimple Trade. Interactive Brokers joins Tradesocio’s liquidity partners to make Interactive Brokers’ liquidity engine available to financial services providers adopting Tradesocio’s technology. Orion partners with HealthSavings Administrators to empower RIAs to easily integrate HSAs into retirement planning services for their clients. Addepar integrates with three financial planning software packages: Libretto, eMoney Advisor, and Envestnet MoneyGuide.

Chalice Finanacial Network

Chalice Financial Network™ (“Chalice,” “CFN” or “the firm”), a first of its kind Software-as-a-Service (SaaS)-based member-benefit organization for independent financial advisors, announced the launch of its Reg-BI Readiness Platform. The new platform has been designed to help Chalice’s independent financial advisor members in seamlessly serving their clients and growing their businesses under the new regulatory environment being shaped by the latest requirements of the Securities and Exchange Commission (SEC).

Find details here.

Northern Trust

Northern Trust Asset Management, one of the world’s leading investment managers, has entered into an agreement to acquire Belvedere Advisors LLC, which owns Emotomy®, an open-architecture digital investment advice platform designed for financial professionals. The acquisition, subject to all applicable regulatory filings and customary closing conditions, is anticipated to close by the end of the year.

Find details here.

Moody's Analytics

Moody’s announced that it has acquired RiskFirst, a leading fintech company providing risk analytics solutions for the asset management and pension fund communities. A news release indicated the acquisition positions Moody’s Analytics to extend its range of risk solutions to the institutional buy-side.

Find details here.

Wealthsimple

Canada-based fintech and global digital investing service, Wealthsimple announced it has selected Xignite to power its new online investment manager feature, Wealthsimple Trade, which is described as a new stock-trading mobile app, available in Canada.

Find details here.

Interactive Brokers

Interactive Brokers joins the line of Tradesocio’s liquidity partners, thus allowing financial services providers adopting Tradesocio’s technology to also integrate Interactive Brokers’ liquidity engine, using FIX API.

Tradesocio offers a wide spectrum of technology solutions, including separately managed accounts (SMA), Mirror Trader, TS Trader, ETF Station and Digital Wealth Advisor (DWA), which integrate easily with any existing infrastructure via API used by financial services providers to connect their front, middle and back-office.

Find details here.

Orion

HealthSavings Administrators, a top health savings account (HSA) provider, and Orion Advisor Services, LLC, the premier portfolio management solution provider for registered investment advisors (RIAs), announced a strategic partnership to empower RIAs to easily integrate HSAs into retirement planning services for their clients.

Find details here.

Addepar

Wealth management platform provider Addepar announced new integrations with three financial planning software packages. The new partners include two tech vendors popular with financial advisors: eMoney Advisor and Envestnet MoneyGuide. The third, Libretto, is better known in the family office space.

Find details here.

AdvicePay

AdvicePay, the only financial planning fee-for-service billing and payment platform designed exclusively for financial advisors, announced the launch of a new fee calculator that simply and easily calculates the amount of fees that are due based on various client-fee schedules and scenarios, while automatically creating accompanying invoices for compliance purposes and to implement the actual billing process.

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™…