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Franklin Resources, Inc. announced that it has acquired AdvisorEngine Inc. Entreda has joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors is joining LPL from Securities America. AdvicePay is to launch a new powerful management and administration capability to enable Enterprises to centrally manage groupings of advisors. Twenty Over Ten announced the launch of the Lead Pilot ambassador program. LifeYield announced new enhancements to its platform to optimize and visualize retirement income streams from multiple accounts. Vestmark, Inc. was included in FinTech Global’s second annual WealthTech100 listing.

AdvicePay

AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of a new powerful management and administration capability, Offices, to enable Enterprises to centrally manage groupings of advisors, by providing more flexibility and customizable administrative tools.

Find details here.

Entreda

Entreda, an industry-leading developer of integrated cybersecurity software and solutions for the retail wealth management industry, announced that it has joined the Preferred Pricing Program of the Financial Industry Regulatory Authority (FINRA). Through the program, FINRA member firms and financial advisors can become new Entreda clients, accessing its Unify Cybersecurity Compliance Platform as well as additional services that can enhance the protection of digital data and safeguard against costly damages.

Find details here.

AdvisorEngine

Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.

Find details here.

Twenty Over Ten

Twenty Over Ten, an industry-leading SaaS company, announced the launch of the Lead Pilot ambassador program. The program was launched to better support and incentivize marketing agencies, consultants, and others who work directly with financial advisors and insurance professionals on marketing and lead generation.

Find details here.

LPL Financial

Winston Wealth Advisors is joining LPL from Securities America, just days after LPL acquired JFC Financial Services, Securities America’s largest office of supervisory jurisdiction with more than $3 billion in managed assets.

Find details here.

Vestmark

Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management.

Find details here.

LifeYield

LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced new enhancements to the LifeYield platform to optimize and visualize retirement income streams from multiple accounts, including social security, and coordinate outsourced investment models and separately managed accounts into a smart-household management approach.

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 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 27, 2020

WealthTech Weekly April 27, 2020

Advicent releases a new version of NaviPlan. LPL Financial has a new premium affiliation model. eMoney announced the Getting Started Program. Moody’s Analytics launches a portal to help hospitals and healthcare providers. HiddenLevers launched…

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…