fbpx

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 November 18, 2019

WealthTech Weekly November 18, 2019

FastWealth partnered with DriveWealth. BridgeFT integrates and partners with AdvisorPeak. Smartleaf will optimize the back-office processes at First Western Trust Bank. WeInvest launched a new product. Envestnet|Tamarac and Flyer presented their integrated…

WealthTech Weekly November 11, 2019

WealthTech Weekly November 11, 2019

Infinex partners Jemstep. Bridge Financial Technology and Wealthbox CRM integrate and partner. AdvicePay and Valmark announced a new strategic partnership. StratiFi Technologies integrates with SS&C's Black Diamond Wealth Platform. Envestnet adds Yodlee FinApps…

WealthTech Weekly November 4, 2019

WealthTech Weekly November 4, 2019

Chalice and Succession Link are now both available through a single sign-on. TradeZero America has signed Apex Clearing to enhance its brokerage functions. eMoney integrates with TD Ameritrade Institutional’s Veo One. Tradier Brokerage…

WealthTech Weekly October 28, 2019

WealthTech Weekly October 28, 2019

WealthBar acquired Snap Projections. Human Interest partners with Zenefits. Timeline integrates with SS&C’s Black Diamond® Wealth Platform. iCapital Network and Schwab Advisor Services announced an expanded relationship. First Rate relaunches its OnPoint solution. InvestCloud released…

WealthTech Weekly October 21, 2019

WealthTech Weekly October 21, 2019

Whealthcare Planning was recognized as Technology Thought Leadership by wealthmanagement.com. Facet Wealth was selected as DSASD's preferred partner. GeoWealth adds a series of models from Fidelity Investments to its model marketplace. Copytalk joined with Redtail.…

WealthTech Weekly October 14, 2019

WealthTech Weekly October 14, 2019

UPS, Mastercard, Etsy, Brightside, Arizona State University, and Acorns join BlackRock’s Emergency Savings Initiative. Tradeweb Markets is collaborating with Cassini Systems and OpenGamma. Broadridge is to acquire Fi360. RetireUp is part of LPL…

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.