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Whealthcare Planning was recognized by wealthmanagement.com as Technology Thought Leadership. Facet Wealth was selected as DSASD’s preferred partner for providing financial advice and guidance to its members. GeoWealth adds a series of models from Fidelity Investments to its model marketplace. Copytalk joined with Redtail to embed one-touch dictation and transcription technology on Redtail’s dashboard.

eMoney Advisor announced the release of a new API-centric solution called eMoney Access. Fidelity adds customized investment models to its Automated Managed Platform.

Whealthcare Planning

Whealthcare Planning, the industry’s only technology platform focused on the intersection of health, aging and finance, announced growing momentum for the company and its technology, along and a corresponding capital raise to fund its increasing opportunities.

At the recently held wealthmanagement.com’s Industry Awards Program, Whealthcare Planning was recognized as Technology Thought Leadership for its Whealthcare Academy and Education Center. This prestigious award comes on top of the recognition Whealthcare planning also garnered at the Investment News Innovation Awards.

Find details here.

eMoney Advisor

eMoney Advisor, a financial planning software company that provides technology aimed at empowering financial advisors, has announced the release of a new API-centric solution called eMoney Access. This new service provides APIs that support financial planning, client fact data collection, and document storage.

The solution aims to consolidate functionality that for many financial advisors is currently handled by various services that lack the necessary integration capability to avoid complications and errors. The product announcement highlights statistics that claim the average financial advisor relies on 7 different services to manage their business. eMoney Advisor hopes that the consolidation and integration of these services will have widespread benefits for financial planning institutions.

Find details here.

Facet Wealth

The Deputy Sheriffs’ Association of San Diego County (“DSASD”) has selected Facet Wealth (“Facet”) as their preferred partner for providing financial advice and guidance to members, concluding an extensive nationwide search.

Through this partnership, DSASD members who choose to participate will benefit from the insight of their own personal CFPⓇ Professional, an affordable subscription fee based on the services provided, and convenient scheduling via video or phone conferencing.

Find details here.

GeoWealth

GeoWealth, a leading financial technology and investment advisory firm, announced the addition of a series of models from Fidelity Investments to GeoWealth’s model marketplace. The models have been fully integrated into GeoWealth’s next-generation, turnkey asset management platform (TAMP).

GeoWealth’s relationship with Fidelity follows a string of successful partnerships with asset managers including J.P. Morgan, State Street Global Advisors and Global X, as well as a strategic investment from J.P. Morgan to support GeoWealth’s platform expansion and growing distribution network. This latest addition enables GeoWealth to tap into Fidelity’s 70 years of investing and portfolio management experience. For advisors, the addition of a lineup of Fidelity’s model portfolios means expanded options and frictionless access within GeoWealth’s model marketplace.

Find details here.

Redtail

Responding to financial advisors and enterprise executives who demand fingertip access to workflow-automation tools, Copytalk, the most prominent transcription service for financial professionals, has joined with Redtail Technology (“Redtail”), the leading provider of client relationship management (CRM) solutions for financial-services firms, to embed one-touch dictation and transcription technology where one’s fingertips can access it most easily: on Redtail’s dashboard.

The technology, called Copytalker™is the definition of “seamless technology” – the functional equivalent of embedding a transcriptionist fluent in financial terminology onto a CRM screen. Click the Copytalker™ button and dictate client-meeting notes. The voice file is then uploaded to Copytalk, which creates a transcription and sends it to the appropriate client’s page in Redtail CRM.

Find details here.

Fidelity Investments

Fidelity Clearing & Custody Solutions® announced the addition of customized investment models to Fidelity Automated Managed Platform (AMP), its award-winning, financial planning-led digital advice solution. By combining digital advice capabilities, goals-based financial planning and personal advisory relationships, Fidelity AMP helps advisors meet the needs of the more than 60% of investors who want a combination of digital capabilities and access to human advice. Advisors can now further tailor the experience through customized investment models, which are beginning to roll out in Fidelity AMP to a limited number of initial firms.

Find details here.

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 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…

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 30, 2019

WealthTech Weekly September 30, 2019

Broadridge Financial Solutions launches the Data Control Solution suite. Wealthsimple acquired a Canadian tax software company. SoFi partners with Coinbase. Titan Invest launched its retirement account offering. Fidelity Investments expands the partnership with Ethic.

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…