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FastWealth partnered with DriveWealth in bringing fractional investment in the U.S. markets to Asia. Bridge Financial Technology and AdvisorPeak announced their new data integration and partnership. First Western Trust Bank selected Smartleaf to optimize the back-office processes that fuel its white-glove wealth management.

WeInvest launched a new product that helps financial services companies discover new investment tactics. Envestnet | Tamarac and Flyer presented their integrated software that enhances trading capabilities and streamline operations of advisors. Xtiva Vault deep storage service for long-term data retention is now compliant with major regulatory regimes. Vestwell presented its report which identifies how employers and employees engage with their retirement plans.

DriveWealth

FastWealth, an investment app and e-wallet, partnered with DriveWealth, a U.S. trading technology solution, in bringing fractional investment in the U.S. markets to Asia. As part of the partnership, DriveWealth will serve as the broker, enabling FastWealth to remove traditional investment challenges related to cost and execution.

Find details here.

Bridge Financial Technology

Bridge Financial Technology and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by optimizing the flow of data from your custodian(s) into two specialized platforms.

Find details here.

Vestwell

Vestwell presented the newest report which gauges how employees are thinking about their retirement plans and what plan sponsors can do to increase engagement.

Find details here.

WeInvest

Wealth management solutions provider WeInvest launched a new product that aims to help financial services companies discover new investment tactics.

The new offering, StratWealth, is a strategy marketplace with more than 100 algorithmically-generated, customized investment strategies for banks, brokers, and asset managers to choose from.

Find details here.

Envestnet | Tamarac

Envestnet | Tamarac and Flyer announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins the Tamarac platform with Flyer’s Co-Pilot order management system (OMS) and Flyer Trading Network to provide a more comprehensive, seamless experience while helping eliminate high-risk errors. This partnership offers advisors an advanced solution for trading equities, ETFs, mutual funds and other asset classes, and accessing broker trading algorithms to connect with brokers and allocate trades.

Find details here.

Xtiva

Xtiva Financial Systems, Inc. announced its Xtiva Vault deep storage service for long-term data retention compliant with major regulatory regimes. Xtiva Vault gives firms a low cost, online, immutable storage option to protect books and records data, records related to legal matter and life-of-relationship records.

Find details here.

SmartLeaf

As a part of their vision to provide the best private banking services for the western wealth management client, First Western Trust Bank has selected Smartleaf to further optimize the back-office processes that fuel its white-glove wealth management.

Find details here.

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…

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 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…