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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 May 25, 2020

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…

WealthTech Weekly May 18, 2020

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…

WealthTech Weekly May 11, 2020

WealthTech Weekly May 11, 2020

Franklin Resources acquired AdvisorEngine. Entreda joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors joins LPL. AdvicePay launches a new capability for Enterprises. Twenty Over Ten launches the Lead Pilot ambassador…

WealthTech Weekly May 4, 2020

WealthTech Weekly May 4, 2020

Docupace secured a growth equity investment from FTV Capital. LPL Financial plans to acquire Lucia Securities. eMoney is forming a strategic partnership with Allianz Life. LendingTree announced a strategic investment in…

WealthTech Weekly April 27, 2020

WealthTech Weekly April 27, 2020

Advicent releases a new version of NaviPlan. LPL Financial has a new premium affiliation model. eMoney announced the Getting Started Program. Moody’s Analytics launches a portal to help hospitals and healthcare providers. HiddenLevers launched…

WealthTech Weekly April 20, 2020

WealthTech Weekly April 20, 2020

Orion Advisor Services launched Market*r. Creative Planning Inc. acquired Coe Financial Services. Envestnet|Yodlee has agreed with Charles Schwab. FIDx announced a strategic partnership with Financial Independence Group. Robinhood is going…

WealthTech Weekly April 13, 2020

WealthTech Weekly April 13, 2020

Ameriprise recruits a Wells Fargo team and UBS team. Creative Planning Inc. acquires Coe Financial Services. Social Finance Inc acquires Galileo Financial Technologies. Docupace launches its new Reg BI and Form…

WealthTech Weekly April 6, 2020

WealthTech Weekly April 6, 2020

NFP acquires Fiduciary Investment Advisors LLC. Morgan Stanley won U.S. antitrust approval for its acquisition of E*Trade Financial Corp. Birmingham is joining LPL Financial. Chalice Network™ is waiving its annual membership fee. Docupace is announcing the…