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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 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 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 19, 2019

WealthTech Weekly August 19, 2019

HiddenLevers will equip AGF's business development teams. RightCapital integrates with FinFolio's investment portfolio management software. CAIS partners with Schechter. LPL Financial includes Wealthbox in its Vendor Affinity Program. Chalice launches Cyber Security Protection…

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…