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CAPTRUST Financial Advisors has acquired Welch Hornsby with $1.75 billion in AUM. AdvisorTouch integrated its custom workflow templates and system into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices owned and operated by Shelby McGinley in Hagerstown, Md., and Liza Campa-Flanagan in Belleair Bluffs. TradePMR rolls out refined trading tools on top-ranked custodial platform Fusion. BlackRock aims to become the risk and valuation backbone of the asset management and banking industries. HiddenLevers drops fees for new users. Pascal Financial announced the appointment of Howard Atkinson as Chief Strategic Advisor.

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors announced the addition of Montgomery, AL-based Welch Hornsby, Inc. Founded in 1988, Welch Hornsby offers investment advisory services focused on the needs of high-net-worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional clients. The firm has clients in more than 15 states.

Find details here.

Wealthbox

AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM. The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships and grow their businesses.

Find details here.

TradePMR

TradePMR a technology and custodial services provider that works exclusively with Registered Investment Advisors, has announced multiple trading updates to its top-ranked custodial platform, Fusion. Enhancements include sleeve trading capabilities for model strategies and portfolio options hedging for advisors looking to generate more yield through options strategies. The firm has also integrated with Flyer Trading Network, Flyer’s advanced, multi-asset network, to streamline trading.

Find details here.

BlackRock

With markets teetering across the globe, firms are turning more to software providers to help mitigate the damage. BlackRock’s proprietary software has become – perhaps – indispensible to many. Asset, Liability, Debt and Derivative Investment Network, or Aladdin, is the asset manager’s proprietary risk management system analysing over $18trn, or around six percent of global assets, according to Institutional Investor and Financial News. BlackRock’s empire is still expanding and stands to become the risk and valuation backbone of the asset management and banking industries.

Find details here.

Sanctuary Wealth

Sanctuary Wealth, home to the next generation of elite financial advisors, proudly welcomes Conversant Wealth Management, based in Danville, California to its growing network of advisory firms. Currently, the Sanctuary Wealth network covers 12 states and includes more than 33 partner firms with over $9.0 billion in assets under advisement.

Find details here.

All Seasons Wealth

All Seasons Wealth, a Tampa-based wealth management firm, has acquired personal finance practices owned and operated by Shelby McGinley in Hagerstown, Md., and closer to home, Liza Campa-Flanagan in Belleair Bluffs.

Find details here.

HiddenLevers

Risk analysis and scenario measurement tool HiddenLevers is announcing a free 30-day trial for new users, following a special “War Room” scenario analysis call on Thursday evening. On a day when the Dow Jones Industrial Average had its worst trading session since 1987, the HiddenLevers’ founders decided to make its tool available to the larger advisor community.

Find details here.

Pascal Financial

Pascal Financial, an emerging wealthtech leader launching the only fully integrated, AI-powered digital investment platform in Canada, has announced the appointment of investment industry leader Howard Atkinson as Chief Strategic Advisor.

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…