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Broadridge completed the acquisition of Financial Database Services. AdvicePay provides client data integration with Wealthbox. eMoney starts producing podcasts in partnership with Benzinga. Vestmark launched a redesigned website featuring tailored customer journeys. Envestnet is working on the feature for non-insurance-licensed advisors. Trizic is rebranding as Harvest Savings & Wealth Technologies and launching two new products. ScratchWorks launches “Season 3” of its annual program to connect innovative tech companies with investment and wealth management experts.

Broadridge Financial Solutions

Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech firm and part of the S&P 500® Index, announced that it has completed the acquisition of Financial Database Services. Financial Database Services provides compensation management, compliance and advisor onboarding solutions for the wealth management industry.

Find details here.

eMoney Advisor

eMoney Advisor (eMoney), a leading provider of financial planning software and solutions, debuted “That Makes Cents,” a podcast produced in partnership with Benzinga. This new podcast series aligns with eMoney’s new mission and vision of helping people talk about money and making planning more accessible to achieve financial peace of mind.

Find details here.

Vestmark

Vestmark has taken the next step in its ongoing rebranding efforts by launching a redesigned website featuring tailored customer journeys. Each journey allows various types of asset and wealth management organizations to view a tailored suite of software and outsourced service solutions designed to resolve unique pain points and deliver better investor outcomes at scale.

Find details here.

AdvicePay

AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, announced a new client data integration with leading CRM provider Wealthbox. This new capability eliminates the manual steps advisors previously used in their billing processes, saving time and improving accuracy, all of which helps advisors get paid faster.

Find details here.

Envestnet

Non-insurance-licensed advisors may have access to “consulting and fiduciary services” that would enable them to use Envestnet’s Insurance Exchange before January, after waiting more than a year since the portal-like feature was first announced. While stopping short of a pledge to roll out the feature in December, Envestnet’s head of product for its wealth division confirmed the firm has been working on a bridge between non-insurance-licensed registered investment advisors and the Insurance Exchange, called Guidance Desk.

Find details here.

Trizic

Trizic is rebranding as Harvest Savings & Wealth Technologies and launching two new products: Goalkeeper, a new white-label solutions for financial institutions to offer automated micro-savings, and Signals, which will alert institutions when there is an opportunity to profitably move bank accounts upstream into a brokerage or trust account.

Find details here.

ScratchWorks

ScratchWorks, a leading FinTech accelerator, announced the launch of “Season 3” of its annual program to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.

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…