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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 July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…

WealthTech Weekly June 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…

WealthTech Weekly June 8, 2020

WealthTech Weekly June 8, 2020

Northern Trust partnered BlackRock. InvestorCOM announced a deal with Morningstar Inc. RIA in a Box, Morningstar, Redtail Technology (Redtail), and Riskalyze help new RIAs. Charles Schwab gets DOJ approval to buy…

WealthTech Weekly June 1, 2020

WealthTech Weekly June 1, 2020

Regal Holdings selected InvestorCOM's Reg BI compliance platform. LPL Financial purchases the assets of E.K. Riley. Envestnet builds AI-driven app. Vestwell launches a new retirement plan solution. FinMason was selected by RiskPro. Charles Schwab acquires…

WealthTech Weekly May 25, 2020

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…

WealthTech Weekly May 18, 2020

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…