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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 March 30, 2020

WealthTech Weekly March 30, 2020

Demand Wealth received an investment from Niche Investment Partners. iCapital Network closed a $146 million financing round. Registrar Corp acquired Vinca. Envestnet partners with Compliance Solutions Strategies. Allianz Global Investors joined…

WealthTech Weekly March 23, 2020

WealthTech Weekly March 23, 2020

DriveWealth partners with Wealthface. United Planners has new general partners. Wealthface moves to the MENA region. Modern Capital is to acquire Western Equity Group. Addepar got an investment of $40 million. HiddenLevers…

WealthTech Weekly March 16, 2020

WealthTech Weekly March 16, 2020

CAPTRUST Financial Advisors has acquired Welch Hornsby. AdvisorTouch integrated into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices. TradePMR rolls out refined trading tools on…

WealthTech Weekly March 9, 2020

WealthTech Weekly March 9, 2020

AssetMark bought OBS Financial. Broadridge acquired FundsLibrary. Mariner Wealth Advisors will acquire the assets of Wealth Health. InvestCloud launches an InvestCloud White platform.

WealthTech Weekly March 2, 2020

WealthTech Weekly March 2, 2020

NFP Ventures invests in Wealth Technologies. Charles Schwab purchases Wasmer Schroeder. Morgan Stanley acquires E*Trade. RBC Wealth Management acquires Visionary Wealth Management. National Advisors Trust partnered with Dynasty Financial Partners. Key Private Bank selected the…

WealthTech Weekly February 24, 2020

WealthTech Weekly February 24, 2020

Motive Partners acquired a majority interest in the Investment Services business of Fiserv. Wealth Enhancement Group acquires JOYN Advisors. Savant Capital Management and Huber Financial Advisors finalized their merger. Franklin Resources agreed to buy…

WealthTech Weekly February 17, 2020

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…

WealthTech Weekly February 10, 2020

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…