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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 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.

WealthTech Weekly September 23, 2019

WealthTech Weekly September 23, 2019

WealthBar partners with Assante Wealth Management. HiddenLevers increase integration ties with SS&C's Black Diamond Wealth Platform. Envestnet | Tamarac partners with Syracuse. St. James’s Place Wealth Management migrated to SS&C’s solutions. Northern Trust launched…

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…