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Apex Clearing releases its inaugural Apex Millennial 100 report about stocks owned by millennials. Moody’s Analytics won Wholesale Modelling Software of the Year in the 2019 Risk Technology Awards. DriveWealth partners Revolut, a fast-growing European FinTech. Xtiva announced that SPS Family business units Sigma Financial, Sigma Planning and Parkland Securities will be deploying the XtivaCloud SPM platform. Envestnet is running a new pilot feature: Envestnet Credit Exchange.

Apex Clearing Corporation

Apex Clearing, the custody and clearing engine powering the future of wealth management, announces the release of its inaugural Apex Millennial 100 report, which showcases an analysis of the top 100 stocks owned by a subset of millennials as of June 30, 2019.

Find details here.

DriveWealth

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced that its technology and brokerage execution services are fueling the major new commission-free stock trading service just introduced by fast-growing fintech Revolut. The DriveWealth platform is the engine for the new offering launched Aug. 1, giving Revolut’s more than 6 million customers throughout Europe the ability to invest in the U.S. equity market. The initiative represents one of DriveWealth’s largest partnerships to date.

Find details here.

Moody's Analytics

Moody’s Analytics, a global provider of financial intelligence, has won Wholesale Modelling Software of the Year in the 2019 Risk Technology Awards. It’s one of six categories won, spanning finance, accounting, regulatory, and credit functions.

Find details here.

Xtiva

Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that SPS Family business units Sigma Financial, Sigma Planning and Parkland Securities will be deploying the XtivaCloud SPM platform. SPS Family, headquartered in Ann Arbor, Michigan, provides a range of wealth management and planning services delivered by its 1,000-advisor network.

Find details here.

Envestnet

While Envestnet Insurance Exchange is months into its launch of an insurance portal on the firm’s software, the firm’s also running a pilot of its second portal-like feature: Envestnet Credit Exchange. Providing a credit exchange, where an advisor can intermediate the provision of loans for their client, is part of a larger strategy at the wealthtech firm.

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™…