fbpx

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 August 10, 2020

WealthTech Weekly August 10, 2020

Intuit is to acquire TradeGecko. Pathstone acquires Cornerstone Advisors. ROBO Global joins Oranj's list of asset managers. TruChoice Financial Group announced a new relationship with Snappy Kraken. Addepar was named…

WealthTech Weekly August 3, 2020

WealthTech Weekly August 3, 2020

Apex Clearing integrates with Orion. Mirador partners Fusion Financial Partners. Fi360 partners with ProctorU. DriveWealth partners with MotivHealth. MoneyGuide teamed up Envestnet Analytics. Sezzle partners with Plaid. Hearsay Systems partners with Salesforce. Asset-Map announced AdviceTech.LIVE, a live,…

WealthTech Weekly July 27, 2020

WealthTech Weekly July 27, 2020

E*TRADE is to adopt the merger agreement with Morgan Stanley. FP Alpha announced a new client data integration with Redtail. Xignite partnered with SIX. Cornerstone Financial Planning joins LPL. Marstone will integrate with…

WealthTech Weekly July 20, 2020

WealthTech Weekly July 20, 2020

Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper. AdvicePay partnered with Envestnet | MoneyGuide. Insigneo partners with Skience. DriveWealth retained BackBay Communications as agency of record. Riskalyze appointed Brian McLaughlin to its…

WealthTech Weekly July 13, 2020

WealthTech Weekly July 13, 2020

AdvicePay integrates MoneyGuide. Morningstar acquires Sustainalytics. Twenty Over Ten updates its Lead Pilot tool. ParameterInsights published a report on changes in the wealth management industry. SmartAsset's CEO, Michael Carvin, was named one of…

WealthTech Weekly July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…