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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.

WealthTech Weekly May 25, 2020

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…

WealthTech Weekly May 18, 2020

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…

WealthTech Weekly May 11, 2020

WealthTech Weekly May 11, 2020

Franklin Resources acquired AdvisorEngine. Entreda joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors joins LPL. AdvicePay launches a new capability for Enterprises. Twenty Over Ten launches the Lead Pilot ambassador…

WealthTech Weekly May 4, 2020

WealthTech Weekly May 4, 2020

Docupace secured a growth equity investment from FTV Capital. LPL Financial plans to acquire Lucia Securities. eMoney is forming a strategic partnership with Allianz Life. LendingTree announced a strategic investment in…

WealthTech Weekly April 20, 2020

WealthTech Weekly April 20, 2020

Orion Advisor Services launched Market*r. Creative Planning Inc. acquired Coe Financial Services. Envestnet|Yodlee has agreed with Charles Schwab. FIDx announced a strategic partnership with Financial Independence Group. Robinhood is going…

WealthTech Weekly April 13, 2020

WealthTech Weekly April 13, 2020

Ameriprise recruits a Wells Fargo team and UBS team. Creative Planning Inc. acquires Coe Financial Services. Social Finance Inc acquires Galileo Financial Technologies. Docupace launches its new Reg BI and Form…

WealthTech Weekly April 6, 2020

WealthTech Weekly April 6, 2020

NFP acquires Fiduciary Investment Advisors LLC. Morgan Stanley won U.S. antitrust approval for its acquisition of E*Trade Financial Corp. Birmingham is joining LPL Financial. Chalice Network™ is waiving its annual membership fee. Docupace is announcing the…

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…