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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 assets under management.

Hearsay Systems

Hearsay Systems announced Dec. 17 an automated compliance supervision offering for text messaging that is a component of the Hearsay Relate compliant texting platform launched in 2018. The new tool is meant to proactively protect firms from financial service and telecommunication industry requirements.

Find details here.

SigFig

SigFig’s quality-assurance head has left the robo-advice fintech. He’s at least the 3rd senior leader to exit in recent months. The firm has lost an executive overseeing quality assurance. SigFig’s director of quality assurance has left the robo-advice provider as one of at least three senior leaders to exit the fintech since August.

Find details here.

Personal Capital

With $12b in AUM, Personal Capital bets on a human-digital approach. For Personal Capital, the path to scale is go broad. The company this month hit a milestone of $12 billion in assets under management, which it sees as evidence its digital and human approach is yielding results.

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 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 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…