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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.

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…