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Blaze Portfolio partners with Itiviti to offer their clients access to Itiviti’s NYFIX suite of services. Artivest partners with WM Partners to enable them to reach qualified HNW investors and financial advisors. FIDx partners with Ebix Inc to help advisors access a pool of annuity offerings into investment portfolios and address their clients financial planning needs. BridgeMark Strategies formed a strategic alliance with Chalice Financial Network to offer its services and solutions on a discounted basis to Chalice’s community. The Grove team is to join Wealthfront to bolster its efforts to deliver Self-Driving Money™. CAIS launches its new product, CAIS Insurance Solutions, in partnership with Schechter. Fiduciary Benchmarks launched the Business Management Dashboard that enables advisers to manage client and prospect workflows. Backend Benchmarking’s 12th “Robo Report” provides a ranking of robo-advisors utilizing a variety of criteria. Jennifer Lopez and Alex Rodriguez invest in Acorns.

Blaze Portfolio

Itiviti, a leading technology and service provider to financial institutions worldwide, has partnered with Blaze Portfolio, a software provider focusing on scalable investment portfolio rebalancing and real-time trade order management technology. Partnering with Itiviti enables Blaze Portfolio to offer their clients access to Itiviti’s NYFIX suite of services including, its world-class FIX connectivity network, monitoring and execution reporting.

Find details here.

CAIS

New York-based fintech platform, CAIS, has announced the launch of its new product, CAIS Insurance Solutions, in partnership with independent insurance advisory firm, Schechter.

The solution will give advisors access to, among other things, actionable insurance strategies, a menu of 20+ A or A+ S&P rated insurance carriers and end-to-end policy administration.

Find details here.

Artivest

An agreement between alternative investment platform Artivest and WM Partners will allow the middle-market, private equity firm expand its ability to reach qualified high net worth (HNW) investors and financial advisors.

Find details here.

acorns

Jennifer Lopez and Alex Rodriguez, former baseball player, are the latest dual celebrities to invest in the fintech firm Acorns Grow Inc, according to the Wall Street Journal. The saving and investment app has seen the dual stars joining other giant name stakeholders such as Kevin Durant and Ashton Kutcher.

Find details here.

Wealthfront

Wealthfront and Grove, a financial planning startup, announced that the Grove team will be joining Wealthfront to bolster its efforts to deliver Self-Driving Money™.

Wealthfront’s Self-Driving Money™ vision will allow clients to optimize every dollar they earn. A client will be able to deposit her paycheck into Wealthfront and technology will handle the rest, ensuring that bills are paid, the right amount of money is in her emergency fund and she is contributing to the most appropriate investment accounts to achieve her specific goals and maintain her lifestyle.

Find details here.

Fiduciary Benchmarks

Fiduciary Benchmarks has launched the Business Management Dashboard, an open architecture platform where advisers can bring together all of their data and tools to manage client and prospect workflows. Global Retirement Partners is the firm’s first client for the dashboard, offering it to all of its advisers as of September 1.

Find details here.

FIDx

FIDx, the first product-agnostic platform to integrate annuity sales with investment products, announced a strategic partnership with Ebix Inc. (NASDAQ: EBIX), the leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries. Acting as a bridge between insurance carriers and wealth managers, FIDx and Ebix have partnered to help advisors access a pool of annuity offerings into investment portfolios and address their clients financial planning needs.

Find details here.

BridgeMark Strategies

BridgeMark Strategies (BridgeMark or “the firm”), a leading third-party advisor transitions consultancy and M&A advisory firm for the independent financial advisory space, announced that it has formed a strategic alliance with Chalice Financial Network, a Software-as-a-Service-based member-benefit organization. As part of the new strategic alliance, BridgeMark Strategies will offer its services and solutions on a discounted basis to Chalice’s community of over 48,000 independent financial advisor members.

Find details here.

Analytics

Fidelity Go was the best overall robo advisor available for investors, according to Backend Benchmarking’s 12th “Robo Report.” The analysis includes a ranking of robos utilizing a variety of criteria, and Fidelity’s robo platform achieved the top spot for the second consecutive time. It was also judged to be the best robo for performance at an affordable cost, as well as the best robo available from an incumbent financial institution.

Find details here.

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…

WealthTech Weekly June 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…