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Chalice appointed James A. Combs Jr. to the Chalice Advisory Board. BBR has selected d1g1t’s analytics, reporting and performance management software solution for its clients. Envestnet Yodlee will improve the visibility of JP Morgan Chase’s financial apps. BNY Mellon’s Pershing integrated its managed accounts technology with its annuity order entry platform, Subscribe. Fiserv is selling the majority of its Investment Services division to private equity firm Motive Partners and other investors.

InvestCloud designed a new app called PersonaTech to create personal digital experiences for wealth management clients. Agentrisk launched a new free tool to make it easier to do tax-loss harvesting for DIY investors. Goldman Sachs will offer digital wealth management services to individuals from next year.

Chalice Financial Network

Chalice Financial Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, announced the appointment of James A. Combs Jr., president and CEO of National Advisors Trust Company to the Chalice Advisory Board.

Find details here.

d1g1t

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced that BBR Partners, LLC has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market.

Find details here.

Envestnet|Yodlee

JP Morgan Chase has made an agreement with data aggregator and analytics platform Envestnet Yodlee to give its customers “more visibility and control” when using their financial apps.

The partnership will see the data platform commit to sending 100% of its requests for Chase customer data through the bank’s “secure API”.

Find details here.

Investcloud

InvestCloud, a platform for the development of financial digital solutions, pre-integrated into the Cloud with $2 trillion+ in assets, announced PersonaTech, a new app designed to create personal digital experiences for wealth management clients.

Find details here.

BNY Mellon Pershing

BNY Mellon’s Pershing (Pershing) has completed the integration of its managed accounts technology with its annuity order entry platform, Subscribe, delivering advisors streamlined annuity purchasing and servicing capabilities within its managed accounts solution.

The integrated solution supports over 70 fee-based annuity products from 18 carriers and is designed to deliver a seamless experience for advisors looking to incorporate fee-based insurance products into the wealth management process.

Find details here.

fiserv

Fiserv’s commitment to its wealth management business is shifting, as evidenced by the announcement of a private equity joint venture last Thursday.

In the deal, Fiserv announced it was selling the majority of its Investment Services division to private equity firm Motive Partners and other investors for approximately $510 million in after-tax proceeds.

Find details here.

Goldman Sachs

Goldman Sachs will offer digital wealth management services to individuals with as little as $5,000 from next year, bringing the Wall Street investment bank a step closer to Main Street under the watch of new chief executive David Solomon.

Find details here.

AgentRisk

Agentrisk, a hybrid automated-investment platform that deploys nonspeculative strategies with lower fees (compared to wealth-management firms), daily liquidity, and no lock-up periods, launched a new free tool to make it easier to do tax-loss harvesting for DIY investors.

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…