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AGF Management Limited (AGF) has selected HiddenLevers to equip AGF’s business development teams with portfolio stress testing, risk analytics, and comprehensive investment proposals. RightCapital integrates with FinFolio’s investment portfolio management software. CAIS partners with Schechter to launch CAIS Insurance Solutions. LPL Financial includes Wealthbox in its Vendor Affinity Program. Chalice launches its new Cyber Security Protection Package. FinancialApps (FinApps) is claiming Envestnet Yodlee ripped off its code to release its own product. Ladenburg Thalmann announced an investment in Newday Financial Technologies Inc.

HiddenLevers

AGF Management Limited (AGF), a global asset manager with nearly CAD$38 billion (approximately US$28.6 billion) in assets under management, and Atlanta-based HiddenLevers, a provider of risk analytics and business intelligence, announced that AGF has selected HiddenLevers to equip AGF’s business development teams with portfolio stress testing, risk analytics, and comprehensive investment proposals for use across a range of clients and regions, including financial advisors and institutional investors.

Find details here.

Envestnet|Yodlee

FinApps slaps $100m lawsuit on Envestnet Yodlee

Data platform start-up, FinancialApps (FinApps), is seeking $100 million in a lawsuit against former partner, Envestnet Yodlee, claiming the financial advisory platform ripped off its code to release its own product after the start-up refused to be bought by the 3,000-person company, according to RIABiz.

Find details here.

RightCapital

RightCapital, a next-generation financial planning tool for investment advisors, announced an integration with FinFolio’s investment portfolio management software that simplifies wealth management for advisors.

Find details here.

CAIS

CAIS, the leading financial technology platform connecting financial advisors with alternative investments, announced the launch of CAIS Insurance Solutions, in partnership with Schechter, one of the nation’s leading independent insurance advisory firms.

Find details here.

LPL Financial

LPL Financial has selected Wealthbox, a provider of customer relationship management (CRM) software for advisers, to be included in its Vendor Affinity Program. As such, the Wealthbox CRM is now available to the more than 16,000 advisers affiliated with LPL Financial.

Find details here.

Ladenburg Thalmann

Ladenburg Thalmann Financial Services Inc., a publicly-traded diversified financial services company, announced an investment in Newday Financial Technologies Inc. (“Newday”), a San Francisco-based startup focused on delivering easily accessible, low-cost impact investing strategies that align with the values of investors, with a target audience of new investors, especially Millennials.

Find details here.

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 professionals, announced the launch of its new Cyber Security Protection Package. Chalice Members will receive a complimentary Cyber Risk Assessment with an option to purchase affordable cyber security insurance coupled with cyber software and compliance support.

Find details here.

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 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 22, 2019

WealthTech Weekly July 22, 2019

DriveWealth launches WealthSeed, an alternative platform 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…