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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 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…