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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 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…