fbpx

Broadridge Financial Solutions launches the Data Control Solution suite to help financial organizations address operational challenges. Wealthsimple acquired a Canadian tax software company to add tax-filing capabilities to Wealthsimple’s portfolio. SoFi partners with Coinbase to add bitcoin, litecoin, and ether to SoFi Invest platform. Titan Invest launched its retirement account offering, traditional and Roth IRAs. Fidelity Investments expands the partnership with Ethic to help advisory firms incorporate ESG (Environmental, Social and Governance) investing into their business.

Broadridge Financial Solutions

Broadridge Financial Solutions, Inc., a global Fintech leader and part of the S&P 500® Index, announced the launch of the Broadridge Data Control Solution suite designed to help financial organizations address the operational challenges of managing the data life cycle.

Find details here.

Wealthsimple

Wealthsimple says it has acquired a Canadian tax software company, marking the financial technology company’s first move outside of saving and investing. The acquisition adds tax-filing capabilities to Wealthsimple’s portfolio, which includes an online investment platform, high-interest savings account and a commission-free trading platform.

Find details here.

Social_Financу

SoFi is adding bitcoin, litecoin and ether to its SoFi Invest platform through a partnership with Coinbase, allowing members to trade cryptocurrencies alongside their stock and ETF trades and, ideally, making more people more comfortable with buying crypto.

Find details here.

Titan

Automated investing platform Titan has launched its retirement account offering, according to an update on the firm’s website. The addition of traditional and Roth IRAs, along with what the company calls its “rollover concierge,” was hinted at earlier this year. The concierge service provides users with email, chat and phone support for transitioning retirement funds to Titan.

Find details here.

Fidelity Investments

Fidelity Investments®, one of the world’s largest and most diversified financial services companies, announced a new relationship with Ethic, which offers advisors working with Fidelity a solution to create personalized portfolios for their clients based on their values and the issues that are important to them. With a focus on helping investors meet their financial goals, Ethic’s “values-aligned” separately managed accounts (SMAs) complement Fidelity’s portfolio construction resources to help advisory firms incorporate ESG (Environmental, Social and Governance) investing into their business. This approach, which will be available to a limited number of firms initially, also provides a client engagement strategy that will help advisors connect with the next generation of investors.

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…