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Envestnet | Yodlee is a new Nacha Preferred Partner for Account Validation. Fiduciary Benchmarks has launched the Business Management Dashboard. Covr Financial Technologies’ digital platform integrates with and Envestnet’s MoneyGuideElite financial planning software product. Facet Wealth is absorbing new clients and staff members from Grove through a new deal. eMoney’s Foundational Planning feature is getting a new module called Life Insurance Gap Analysis.

Envestnet|Yodlee

Envestnet | Yodlee is a new Nacha Preferred Partner for Account Validation.

In becoming a Nacha Preferred Partner, Envestnet | Yodlee joins a select group of innovators contributing to Nacha’s strategic efforts in support of the payments ecosystem by removing friction, increasing ease, improving cash flow accessibility and efficiency, as well as supporting sound risk management and security for ACH payments.

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.

Envestnet MoneyGuide

Covr Financial Technologies and Envestnet MoneyGuide announced the launch of Covr’s digital platform integration within the MoneyGuideElite financial planning software product and the lifetime insurance block within the MyBlocks digital, client engagement financial wellness solution. This partnership combines the power of Covr’s digital insurance platform with the industry’s leading financial planning software to allow financial advisors to better meet their clients’ changing life insurance needs over time. Life insurance protection is a critical component of a comprehensive financial plan.

Find details here.

Facet Wealth

Facet Wealth, a Baltimore fintech that aims to provide financial planning services for moderately wealthy people, is absorbing new clients and staff members from an industry competitor through a new deal.

Grove, a venture capital-backed startup and Facet Wealth competitor, created a financial technology that was recently acquired by Silicon Valley-based Wealthfront Inc. In the wake of that deal, Facet Wealth made an agreement to integrate the financial planning arm of Grove’s business, which was shutting down following the acquisition.

Find details here.

eMoney Advisor

eMoney’s Foundational Planning feature is getting a new module, according to an announcement by Fidelity’s financial planning software company. Called Life Insurance Gap Analysis, the feature is intended to illustrate client insurance needs through either a modular approach or as part of a broader financial plan.

Find details here.

WealthTech Weekly February 17, 2020

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…

WealthTech Weekly February 10, 2020

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…

WealthTech Weekly February 3, 2020

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…

WealthTech Weekly January 27, 2020

WealthTech Weekly January 27, 2020

Act Analytics launches new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, Launches in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham…

WealthTech Weekly January 20, 2020

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…

WealthTech Weekly January 13, 2020

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…

WealthTech Weekly January 6, 2020

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…

WealthTech Weekly December 23, 2019

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…