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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 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 9, 2019

WealthTech Weekly December 9, 2019

STASH partners with WeAre8. AdvisorEngine's Junxure CRM will integrate with the Schwab's new digital account opening workflow. LifeYield integrates with Schwab Advisor Services. LPL introduced New Account Opening 2.0 tool.

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…