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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.

WealthTech Weekly July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…

WealthTech Weekly June 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…

WealthTech Weekly June 8, 2020

WealthTech Weekly June 8, 2020

Northern Trust partnered BlackRock. InvestorCOM announced a deal with Morningstar Inc. RIA in a Box, Morningstar, Redtail Technology (Redtail), and Riskalyze help new RIAs. Charles Schwab gets DOJ approval to buy…

WealthTech Weekly June 1, 2020

WealthTech Weekly June 1, 2020

Regal Holdings selected InvestorCOM's Reg BI compliance platform. LPL Financial purchases the assets of E.K. Riley. Envestnet builds AI-driven app. Vestwell launches a new retirement plan solution. FinMason was selected by RiskPro. Charles Schwab acquires…

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…