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Smarsh announced the acquisition of Entreda. SS&C Technologies Holdings completed the acquisition of Innovest Systems. AdvicePay announced the agreement with LPL Financial. EquityZen announced a new partnership with Addepar. DriveWealth announced an agreement with Access Softek. Skience is the recipient of a Silver Stevie® Award in the FinTech Solution category in the 18th Annual American Business Awards®. Raymond James, Scopus Financial Group, Regal Financial Group, and InvestorCOM provide a webinar on compliance challenges during COVID-19.

Smarsh

Smarsh®, helping customers get ahead – and stay ahead – of the risk within their electronic communications, announced the acquisition of Entreda, the award-winning developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will continue to operate under its own brand and under the leadership of Co-Founder and CEO Sid Yenamandra, as a stand-alone, wholly owned subsidiary of Smarsh.

Find details here.

Skience

Skience, a leading wealth management solution and service provider, is the recipient of a Silver Stevie® Award in the FinTech Solution category in the 18th Annual American Business Awards®. The award will be conferred in a virtual award ceremony later this summer.

Find details here.

AdvicePay

AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the largest enterprise agreement in the company’s history. LPL Financial, the nation’s largest independent broker-dealer and a leading retail investment advisory firm and RIA custodian, will provide its advisors an enterprise solution for “fee for service” billing for one-time and ongoing financial planning.

Find details here.

Investorcom

This Wednesday, May 27, Raymond James, Scopus Financial Group, Regal Financial Group, and InvestorCOM will discuss how wealth management firms can adapt to the new work-from-home realities and maintain strong compliance and record-keeping practices.

Find details here.

Addepar

EquityZen is broadening pre-IPO access to RIAs and Family Offices through a new partnership with Addepar, according to a note from the company. Addepar is a Wealthtech management platform that specializes in data aggregation, analytics, and performance reporting.

Find details here.

DriveWealth

DriveWealth, LLC, a U.S. based leader in global digital trading technology, announced it has forged an agreement with online and mobile banking software provider Access Softek, Inc.

Find details here.

SS&C Technologies

SS&C Technologies Holdings, Inc., announced it has completed the acquisition of Innovest Systems, the provider of web-based technology systems for trust accounting, payments and unique asset servicing. The acquisition will enable SS&C to broaden its wealth management technology suite.

Find details here.

PayTech Round-Up January 13, 2021

PayTech Round-Up January 13, 2021

Bakkt goes public. NCR buys Cardtronics. Mastercard launches a new tool. EVO Payments expanded its suite of solutions. ThryvPay processed more than $2M. PrimaHealth Credit launched a BNPL payment plan. PayJunction launched an electronic…

WealthTech Weekly January 11, 2021

WealthTech Weekly January 11, 2021

Twenty Over Ten launched a refreshed brand and revamped website. Citadel Servicing Corporation is rebranding as Acra Lending. Integrated Advisors Network acquired ReDefine Independent Advisors. Captrust Financial Advisors acquires MRA Associates. Hub International…

PayTech Round-Up December 23, 2020

PayTech Round-Up December 23, 2020

Wirex is a principal member of Visa in Europe. Big Y will use NCR Corporation’s platform. Thoma Bravo LP acquires RealPage Inc. Billhop partners with Visa Finland and Oma Säästöpankki Oyj. Rent-A-Center acquires…

WealthTech Weekly December 21, 2020

WealthTech Weekly December 21, 2020

Fischer & Company will merge with Stralem & Company. Raymond James is to acquire Financo. RightCapital integrates with LPL`s ClientWorks program. Docupace partners with Ameritas. Taxdoo raised $21 million. Landbay attracted more than…

PayTech Round-Up December 16, 2020

PayTech Round-Up December 16, 2020

Gleif plans to develop a digital service. Swedish Rocker pilots the contactless fingerprint debit card. Barclaycard launched a new online platform. OKCoin will trade Blockstack's STX since January. FMX trading platform is officially…

WealthTech Weekly December 14, 2020

WealthTech Weekly December 14, 2020

Wealth Enhancement Group increased its AUM by $3B. LaSalle St. rolled out its Growth Acceleration Platform. Fusion Financial Partners launched FusionNetix™. benjamin launched its complete technology. WageCan partners with CYBAVO. SimCorp collaborates with…

PayTech Round-Up December 9, 2020

PayTech Round-Up December 9, 2020

Zuora partners with Stripe. TransferGo teamed up with Mastercard. Boom Commerce partners with Paide. Finexio partners with Veem. Fulcrum Equity Partners sold their investment in Fattmerchant to GSV. CULS selected ACI Speedpay.…

WealthTech Weekly December 7, 2020

WealthTech Weekly December 7, 2020

S&P Global will buy IHS Markit. FMG Suite acquired Twenty Over Ten. Laird Norton Wealth Management merged with Filament. FA Match announced a $1M pre-seed funding round. New appointment atBNY Mellon Wealth Management. AlphaTrAI…