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STASH partners with WeAre8 to enable millions of people to receive stock as part of their brand sponsorships, instantly transforming them from pure brand advocates to emboldened company shareholders. AdvisorEngine’s Junxure CRM is to integrate with the new digital account opening workflow developed by Schwab Advisor Services. LifeYield announced a new integration with Schwab Advisor Services as the first step in connecting LifeYield to the Schwab Advisor Center.

LPL introduced a new component of its ClientWorks suite of tools, New Account Opening 2.0, which streamlines an account opening process. Folio Financial was chosen as a Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. Vestmark won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team.

Stash

STASH, one of the fastest-growing investing and banking platforms1 in the U.S., announced a partnership with WeAre8, a transformational platform that enables everyone to get sponsored and paid by the brands they love for watching, sharing and creating content. Together, once the partnership is fully implemented, the two companies will enable millions of people to receive stock as part of their brand sponsorships, instantly transforming them from pure brand advocates to emboldened company shareholders.

Find details here.

Folio Financial

Folio Financial announced that it has been chosen as a Benzinga Top Fintech Listmaker in the “Best Robo-Advisor” category for its Digital Wealth Platform. This award recognizes “organizations in the FinTech space who are moving the needle on financial wellness innovation.” The four other finalists in the category were Charles Schwab, Betterment, Wealthfront, and Wealthbar.

Find details here.

AdvisorEngine

AdvisorEngine formally announced that its Junxure CRM is the first such relationship management offering to integrate with the new digital account opening workflow developed by Schwab Advisor Services. Starting in December, wealth management firms that use Junxure and Schwab Advisor Services as a custodian will be able to open new accounts digitally and in real time.

Find details here.

LifeYield

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced a new integration with Schwab Advisor Services™, providing a single sign-on (SSO) solution from LifeYield’s Advantage Suite® directly to the Schwab Advisor Center® (SAC) platform.

Find details here.

LPL Financial

From nine minutes to four, that is how long LPL’s new account opening process is expected to take on average, according to the firm. LPL’s New Account Opening 2.0, a component of its ClientWorks suite of tools, was announced Monday amid other projections of time savings, including “implied” savings of “6,000 hours of monthly productivity created across all LPL advisors and staff,” according to the firm.

Find details here.

Vestmark

Vestmark, Inc. announces that it has won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team.

“We are so proud of our engineering, quality assurance, and product development professionals, who go above and beyond to help every client receive the maximum value from our innovative technology and services.” said Todd Giaquinto, Senior Vice President of Engineering at Vestmark.

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 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 18, 2019

WealthTech Weekly November 18, 2019

FastWealth partnered with DriveWealth. BridgeFT integrates and partners with AdvisorPeak. Smartleaf will optimize the back-office processes at First Western Trust Bank. WeInvest launched a new product. Envestnet|Tamarac and Flyer presented their integrated…