fbpx

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 January 20, 2020

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…

WealthTech Weekly January 13, 2020

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…

WealthTech Weekly January 6, 2020

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…

WealthTech Weekly December 23, 2019

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…

WealthTech Weekly December 16, 2019

WealthTech Weekly December 16, 2019

James A. Combs Jr. is appointed to the Chalice Advisory Board. d1g1t will provide BBR's clients with its analytics, reporting and performance management software solution. Envestnet Yodlee will improve the visibility…

WealthTech Weekly December 9, 2019

WealthTech Weekly December 9, 2019

STASH partners with WeAre8. AdvisorEngine's Junxure CRM will integrate with the Schwab's new digital account opening workflow. LifeYield integrates with Schwab Advisor Services. LPL introduced New Account Opening 2.0 tool.

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…