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Advicent releases a new version of NaviPlan with new client reports. LPL Financial has gone live with its new premium affiliation model, dubbed Strategic Wealth Services. eMoney announced the Getting Started Program, an expansion of its robust onboarding, training, and coaching services. Moody’s Analytics announced the launch of a “Know Your Supplier” portal to help hospitals and other healthcare providers. HiddenLevers announced the launch of new financial planning features. SoFi goes international with the acquisition of Hong Kong-based investment app 8 Securities. Asset-Map announced new partnerships with the Association of African American Financial Advisors and the Female Advisor Network.

NaviPlan by Advicent

The latest version of NaviPlan includes new client reports to support client estate planning needs. The Estate Flowchart presents a visually appealing graph of how estate income flows to spouses, trusts, charities, and heirs. The Estate Planning Detailed Comparison compares a client’s estate for both their current and proposed scenarios side-by-side.

Find details here.

LPL Financial

LPL Financial has gone live this week with its new premium affiliation model, dubbed Strategic Wealth Services, for advisors coming out of the wirehouse and regional firms, and has released new details on the offering. Strategic Wealth Services will help established regional and wirehouse advisors who have high production and manage more than $200 million in assets under management.

Find details here.

SoFi

SoFi goes international with the acquisition of Hong Kong-based investment app 8 Securities. The terms of the deal were not disclosed. Targeted to personal investors, 8 Securities will rebrand to SoFi Hong Kong and retain its team, who will begin launching services in other markets as well.

Find details here.

eMoney Advisor

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced the Getting Started Program, an expansion of its robust onboarding, training, and coaching services.

Find details here.

Moody's Analytics

Moody’s Analytics announced the launch of a “Know Your Supplier” portal to help hospitals and other healthcare providers identify and screen suppliers of medical equipment and personal protective equipment (PPE).

Find details here.

Asset-Map

Asset-Map, a Philadelphia-based financial technology company, announced new partnerships with the Association of African American Financial Advisors (AAAA) and the Female Advisor Network (FAN). The relationship with each organization is designed to supply advisors with access to Asset-Map’s financial planning and engagement platform, and additional tools that will equip advisors with capabilities to strengthen client relationships.

Find details here.

HiddenLevers

Investor worries about retirement are skyrocketing due to higher volatility and the stock market crash brought on by the coronavirus. HiddenLevers, a premier tech provider in the wealth management space, announced the launch of new financial planning features, including cashflows stress testing, to help financial advisors tackle these worries head on.

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…