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Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Group to both drive the efficiency of their businesses and deliver an outstanding client experience. Synergy Wealth Alliance, including Office of Supervisory Jurisdiction (OSJ) manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms. Frontier Wealth Management acquired Highwater Wealth Management to add a range of investment and financial specialists to Frontier.

Orion updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync. RightCapital introduced RightPay service that enables financial advisors to collect financial planning fees from clients via credit card. John Castronuovo and Robert DeForest, Private Wealth Advisors in the UBS West Palm Beach office, have been named to the 2020 Forbes/SHOOK Best-In-State Wealth Advisors list. Mirador was recognized by Private Asset Management Magazine as the “Best Reporting Solution” for the second year in a row.

Orion

Showcasing its commitment to serving financial institutions with unique and complex needs, Orion Advisor Solutions, (“Orion”), the premier provider of financial advisor technology and investment solutions, announces partnerships with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Group. Each of these firms, totaling more than $35.3 billion in managed assets, chose Orion as a tool to both drive the efficiency of their businesses and deliver an outstanding client experience.

Find details here.

LPL Financial

LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, announced that Synergy Wealth Alliance, including Office of Supervisory Jurisdiction (OSJ) manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) platforms. They reported having served approximately $650 million in brokerage and advisory assets.

Find details here.

Frontier Wealth Management

Frontier Wealth Management, a $2.5 billion registered investment advisor in Kansas City, Mo., has acquired Highwater Wealth Management, a $180 million RIA based in Golden, Colo. Frontier was advised by DeVoe & Company, the San Francisco consulting firm and investment bank serving the RIA industry, in the deal.

The acquisition adds professional expertise to Frontier, including a range of investment and financial specialists. It also deepens Frontier’s geographic footprint as the second area location in the Denver market.

Find details here.

Salesforce

Orion Advisor Technology, the premier provider of financial advisor technology and investment solutions, announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync. The upgrade offers advisors increased options for data mapping, faster delta syncs, and supportive error message prompting—so they can access their data how they want, and more quickly.

Find details here.

RightCapital

RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables financial advisors to collect financial planning fees from clients via credit card. RightPay seamlessly integrates with the advisor’s branded RightCapital portal where clients can access their live financial plan, task list, and now can review, approve and pay via credit card for financial planning services received.

Find details here.

UBS

UBS Financial Services Inc. announced that John Castronuovo and Robert DeForest, Private Wealth Advisors in the firm’s West Palm Beach office, have been named to the 2020 Forbes/SHOOK Best-In-State Wealth Advisors list. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews and quantitative data. Advisors considered for this recognition have a minimum of seven years of experience.

Find details here.

Mirador

Mirador, LLC, the financial reporting service arm of Mirari Partners, LLC, has been recognized by Private Asset Management Magazine (PAM) as the “Best Reporting Solution” for the second year in a row. This award is designed to honor industry-leading firms providing best-in-class services and innovative wealth management solutions to clients. PAM is a leading publication that reports on the wealth management and family office industry.

Find details here.

MaxMyInterest

MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, announced an integration with Orion Advisor Tech, LLC, a division of Orion Advisor Solutions, the premier portfolio accounting service provider for advisors, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash.

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 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…

WealthTech Weekly February 3, 2020

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…