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PEAK6 acquires Electronic Transaction Clearing. HiddenLevers was selected by Axxcess Wealth Management to power its Axxcess Allocator platform. Jackson National Life Insurance Company announced a new strategic alliance with eMoney Advisor. Guideline partnered with Stripe on the launch of their Corporate Card. 350 advisors successfully onboarded Capitect over the last 18 months. Aaron Klein, CEO, Riskalyze, reviews the biggest news to hit advisor technology in the previous month.

PEAK6

PEAK6, the Chicago-based investment and technology firm, announced the acquisition of Electronic Transaction Clearing, Inc. (“ETC”), a custodian and clearing provider with an innovative, technology-driven approach to serving the institutional and professional trading marketplace.

ETC’s institutional orientation will expand PEAK6’s footprint in custody and clearing and is a direct complement to one of its core businesses, Apex Clearing, which is primarily focused on the retail marketplace.

Find details here.

HiddenLevers

Axxcess Wealth Management, a fast-growing turnkey asset management program, has selected HiddenLevers, a premiere wealth management tech provider, to power its Axxcess Allocator platform, its end-to-end portfolio management solution for financial advisors.

Find details here.

eMoney Advisor

Jackson National Life Insurance Company® (Jackson®) announced a new strategic alliance with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The collaboration enables Jackson’s wholesalers to show financial professionals how to use eMoney’s comprehensive financial planning software to evaluate how protected lifetime income can help address certain needs in retirement.

Find details here.

Capitect

Capitect, an innovative advisor technology platform, announced the growing momentum of its portfolio management, performance reporting and rebalancing system, including onboarding over a third of the XY Planning Network’s (XYPN) growing number of members. Recently surpassing 1,000 members, XYPN is one of the industry’s fastest growing groups of independent RIA firms and through an exclusive partnership with Capitect, XYPN members are able to access Capitect’s capabilities, with over 350 advisors successfully onboarded over the last 18 months.

Find details here.

Guideline

Guideline partnered with Stripe on the launch of their Corporate Card to provide fast-growing companies with the tools they need to run their businesses. Stripe Corporate Card customers who sign up for a new Guideline 401(k) will get their first three months with Guideline free.

Find details here.

Riskalyze

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

Find details here.

WealthTech Weekly December 2, 2019

WealthTech Weekly December 2, 2019

Wellington Management will use Artivest's open-architecture digital platform. eToro's new global investment portfolio is focused on foodtech. Interactive Brokers Group offers fractional shares of almost any US stock. Robinhood withdraws its bank charter…

WealthTech Weekly November 25, 2019

WealthTech Weekly November 25, 2019

Pro.com partners with SoFi. RedBlack will provide Evoke Wealth with portfolio rebalancing and trading solutions. iCapital Network partners with PIMCO. Broadridge Financial Solutions purchased ClearStructure Financial Technology. Alchemy Technologies partners with Plaid. Wellington Management chose Artivest's…

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…