Big moves
WBI Investments, a premier provider of personalized Wealthtech software, rolled out its new product, WarpSpeed Digital Onboarding. The platform was created to revolutionize client onboarding for financial advisors, providing a more efficient experience with increased speed and security.
With input from the top wealth management experts at its core, WarpSpeed Digital Onboarding emerged as a long-nurtured offering with multiple features. One of the gems is a deep integration with Pershing that speeds up processing and reduces manual errors.
Read more here.
Blueleaf, a comprehensive platform for managing wealth, offering top-notch advisory services and client experiences in reporting, billing, and rebalancing, has recently appointed a new advisor to its Board. John DeVincent, a respected figure in the WealthTech industry with years of experience in marketing for fintech firms catering to broker-dealers and RIAs, has joined the team.
DeVincent has successfully led marketing teams at premiere financial technology platforms like Docupace. As the Executive Vice President of Marketing at eMoney Advisor, he was crucial in creating efficient and out-of-the-box marketing programs for advisors.
Read more here.
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Another appointment comes for Croesus. It has announced the appointment of Marc Riel as the new Vice-President of Business Development and Strategic Partnerships in North America. Riel brings over three decades of experience in the financial sector and a profound understanding of the investment and wealth management industry, making him an invaluable asset in fulfilling his new role.
Read more here.
Intelliflo reports steady and robust growth. The number of financial advisory companies that tap the cloud version of the wealthtech’s trading and rebalancing offering redblack has doubled since 2021. Attributing the popularity to the need for increased operational efficiency and dense market competition, the company notes that over two-thirds of new clients choose the cloud edition of the platform.
Read more here.
The leading platform for wealth management firm growth, Riskalyze, and the provider of top-notch Wealthtech solutions for fiduciary advisors, Orion, have joined forces to improve their existing integration. The upgraded integration enables firms to easily import accounts and models into their proposal process within Riskalyze. The optimized integration creates a seamless and user-friendly experience, making Orion accounts feel like a natural fit within Riskalyze's platform.
In addition, the two companies plan to unveil another integration later this year that will integrate Orion's aggregated account feeds into Riskalyze's compliance analytics, creating greater growth opportunities and alignment visibility across an entire firm.
Read more here.
Bird’s eye view
Market Research Guru, trusted by leaders in finance such as Franklin Templeton, has published a new Wealthtech market research. Its 128 pages include growth opportunities till 2029 and outlines of the industry developments and data on heavyweights such as Betterment, Bambu, Blooom, Charles Schwab, and others.
Read more here.
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