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Chalice and Succession Link are now both available to members through a single sign-on. TradeZero America has signed Apex Clearing to enhance its brokerage functions such as opening accounts and onboarding, moving money, deposits, and withdrawals. eMoney integrates with TD Ameritrade Institutional’s Veo One® to enable advisors to work seamlessly between the two systems via single sign-on access. Tradier Brokerage partners with Portfolio123 to add seamless broker connectivity with commission-free trading to the fast Portfolio123 equity backtesting engine and advanced ranking capability. GeoWealth adds VanEck to its next-generation turnkey asset management platform (TAMP).

Envestnet|Yodlee unveiled new intelligent APIs which makes it easy for developers to deliver personalized, actionable insights via their applications. Backstop Solutions Group launched IntellX, the newest offering in the group’s suite of data products and services. Plaid focuses on student debt management along with other areas of financial services that FinTech has underserviced. Snappy Kraken has named three new board members.

Chalice Financial Network

Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, and Succession Link, the nation’s top online matching service for independent financial advisor M&A deals, are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment to providing its members with scale for savings, which leads to profit margin expansion and ultimately enhanced enterprise value for their business. The online community has grown from 37,000 to more than 50,000 members and offers the largest digital marketplace for independent advisors.

Find details here.

TradeZero

New York-based online broker-dealer TradeZero America has signed Apex Clearing, which offers clearing and custody services for robo advisors, to enhance its brokerage functions such as opening accounts and onboarding, moving money, deposits, and withdrawals.

The company says its collaboration with Apex will also enhance the execution of options contracts. TradeZero had begun as an international company, and investor demand led to the formation of its US arm, TradeZero America, which provides commission-free stock and options trading across all US states.

Find details here.

GeoWealth

GeoWealth, a leading financial technology and investment advisory firm, announced the addition of VanEck to its next-generation turnkey asset management platform (TAMP).

With the addition of the VanEck municipal bond ETF portfolio, GeoWealth will provide advisors access to a tax-sensitive income generation solution for their clients, which is unique in the model marketplace.

Find details here.

Plaid

In its third annual Request for Startups, Plaid is aiming to focus on student debt management along with other areas of financial services that FinTech has underserviced. The firm notes that the total amount of student debt in the United States is at a record high of $1.6 trillion, the average outstanding debt for those who owed was between $20,000 and $25,000 in the last year, and, for those paying off their own student loans, two in 10 adults are behind on these payments. the company noted.

Find details here.

Envestnet

Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, unveiled new intelligent APIs and an enhanced developer experience which builds upon the platform’s industry-leading data to supercharge the creation of hyper-personalized financial wellness solutions. Available through the enhanced Envestnet | Yodlee developer experience, these intelligent APIs make it easy for developers to deliver personalized, actionable insights via their applications.

Find details here.

eMoney Advisor

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced a new integration with Veo One®, TD Ameritrade Institutional’s next-generation technology platform for independent registered investment advisors. The integration will enable advisors to work seamlessly between the two systems via single sign-on access.

Through this deeper integration, advisors can sign into TD Ameritrade Institutional from the eMoney platform and securely access and share documents in the eMoney Vault, including TD Ameritrade Institutional’s Statements and Tax Forms. With a streamlined workflow, advisors can improve operational efficiency and seamlessly extend planning into action.

Find details here.

Tradier

Tradier Brokerage announced a partnership with Portfolio123  to add seamless broker connectivity with commission-free trading to the fast Portfolio123 equity backtesting engine and advanced ranking capability. Portfolio123 has a seamless system on which retail investors can rank stocks and ETFs, and it enables users to run what-if scenarios, including a powerful portfolio simulation.  With the launch of Portfolio123’s Invest platform and the partnership with Tradier, clients can deploy and manage strategies across multiple accounts very easily.

Investors crave sensible strategies that they can stick with through thick and thin while avoiding getting hurt by commissions and high fees. Portfolio123 increases their users’ confidence by providing them with evidence that their strategies can really work.

Find details here.

Backstop Solutions Group

Backstop Solutions Group, a cloud-based productivity suite for institutional and alternative investors, has launched IntellX, the newest offering in the group’s suite of data products and services.

Using artificial intelligence and machine learning, Backstop IntellX ultimately aims to automate inbound data collection, classification, and management, enabling the operations teams inside large asset owners to boost productivity and spend more of their time on the activities that create the most value for their investment teams.

Find details here.

Snappy Kraken

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members: Marty Bicknell, CEO and President of Mariner Wealth Advisors, Aaron Klein, CEO of Riskalyze, Thad Langford, General Partner of Flyover Capital.

Both Bicknell and Flyover Capital participated in several rounds of funding for Snappy Kraken, including the seed round awarded by Scratchworks.

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 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…

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…