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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.

PayTech Round-Up September 16, 2020

PayTech Round-Up September 16, 2020

Square launched “On-Demand Pay”. Payoneer launched Payoneer for Banks. Sezzle released its virtual card for shoppers. Dash launched the FastPass network initiative. KodyPay raised £1.8m in funding. Deel raised $30m in Series B funding. CheckAlt…

WealthTech Weekly September 14, 2020

WealthTech Weekly September 14, 2020

M1 Finance reported 100% growth in its AUM portfolio in six months. Panoramix partners with Shareholders Service Group. Riskalyze announced an enterprise agreement with H. Beck. Prepay Nation partners with ACE Money…

PayTech Round-Up September 9, 2020

PayTech Round-Up September 9, 2020

2Checkout is acquired by Verifone. Zip Co agreed to acquire QuadPay. Melio raised $144m in funding. Cred and Checkbook.io joined Visa’s Fast Track program. AvidXchange launched the “Boost your Business” Program. Sezzle unveiled its virtual…

WealthTech Weekly September 7, 2020

WealthTech Weekly September 7, 2020

Advicent relations with MX. FIDx partners with Envestnet | MoneyGuide. MyRepChat announced an agreement with Cetera. InvestEdge Compliance and Surveillance is added to the Sanctuary Wealth platform. Smarsh participates in the Microsoft OCP program. Wealthfront…

PayTech Round-Up September 2, 2020

PayTech Round-Up September 2, 2020

QuadPay partners with Mastercard Vyze. Four partners with Stripe. The Payoneer for banks program partners with Kuda Bank. Capchase raised $4.6m in seed funding. Plastiq Accept, a card acceptance product, is…

WealthTech Weekly August 31, 2020

WealthTech Weekly August 31, 2020

CAIS announced an integration agreement with BNY Mellon’s Pershing. Wealthbox partners with Shareholders Service Group. DriveWealth partnered with Flink to give access to the US equities market to Flink's platform. Riskalyze…

PayTech Round-Up August 26, 2020

PayTech Round-Up August 26, 2020

Zuora expanded its partnership with GoCardless. Plastiq partners with Silicon Valley Bank. TransferWise expanded partnership with Mastercard. Radius Bank partners with Currencycloud. The Metal Neo Bank Payment Platform has acquired Bloks.io. Paystand…

WealthTech Weekly August 24, 2020

WealthTech Weekly August 24, 2020

Xignite revealed the results of a collaboration with SoFi on the launch of the SoFi Invest trading platform. Thomson Reuters acquired CaseLines. Wealthfront is rolling out cash prizes to its users. Advisors Todd Stabler and…