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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 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 2, 2019

WealthTech Weekly September 2, 2019

Envestnet|Yodlee is a new Nacha Preferred Partner for Account Validation. Fiduciary Benchmarks has launched the Business Management Dashboard. Covr's digital platform integrates with and MoneyGuideElite financial planning software product. Facet Wealth is absorbing new clients…

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…