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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 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.