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 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 23, 2019

WealthTech Weekly September 23, 2019

WealthBar partners with Assante Wealth Management. HiddenLevers increase integration ties with SS&C's Black Diamond Wealth Platform. Envestnet | Tamarac partners with Syracuse. St. James’s Place Wealth Management migrated to SS&C’s solutions. Northern Trust launched…

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 9, 2019

WealthTech Weekly September 9, 2019

Broadridge acquires Financial Database Services. AdvicePay integrates with Wealthbox. eMoney with Benzinga starts producing podcasts. Vestmark redesigned its website. Envestnet is working on a new feature. Trizic is rebranding and launching two new products. ScratchWorks launches…

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…