fbpx

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 announced its enterprise agreement with Lincoln Investment. Advisor360° expanded the insurance capabilities of its platform. YCharts was selected for inclusion in LPL Financial’s Vendor Affinity Program. Panoramix announced the results of a recent industry research study on billing practices of independent RIAs during the Covid-19 Pandemic. Marc Butler will join Skience as the Herndon-based wealth management firm’s president and chief operating officer. Advisor Group opens the registration for its annual ConnectED national conference for financial professionals.

Advisor Group

Advisor Group, the nation’s largest network of independent wealth management firms, announced the opening of registration for its comprehensively re-imagined annual ConnectED national conference for financial professionals, taking place from October 26 through October 29. The company is expanding the boundaries of wealth management industry events by reinventing ConnectED as an expansive, highly interactive and entertaining virtual experience.

Find details here.

Skience

Marc Butler, who has held executive roles at Bank of New York Mellon Corp., will join Skience as the Herndon-based wealth management firm’s president and chief operating officer, the company announced. Butler was most recently COO and managing director of BNY Mellon/Albridge and held other leadership roles at BNY Mellon/Pershing. At Skience, which was formerly called The Athene Group, he will oversee the company’s business and technology teams.

Find details here.

Advisor360°

Advisor360°, provider of a unified, integrated suite of customizable tools for advisors, clients, and enterprises, announced it has expanded the insurance capabilities of the Advisor360° platform, allowing wealth management firms to further evolve their offerings. The new functionality enables advisors to more easily access household-specific insurance and annuity product details, including integrations to carrier-servicing and in-force illustration platforms.

Find details here.

CAIS

CAIS, the leading alternative investment platform, announced an integration agreement with BNY Mellon’s Pershing (“Pershing”), a leading provider of global financial business solutions, to automate manual transaction processes, making it easier and faster for financial advisors to allocate to alternative investments.

Find details here.

Wealthbox

Wealthbox, a leading CRM technology for financial advisors, announced a partnership with Shareholders Service Group (SSG) that will make their CRM solution available to registered investment advisors (RIAs) that use SSG’s brokerage and custodial services.

Find details here.

Panoramix

Panoramix, an innovative advisor technology platform, announced the results of a recent industry research study on billing practices of independent RIAs during the Covid-19 Pandemic. This seminal research showed that RIAs using average billing methodologies billed more during the market break, but less in the subsequent recovery, smoothing out revenue swings due to market volatility.

Find details here.

DriveWealth

Mexico-based neobank Flink has announced a partnership with DriveWealth, LLC, a US-based digital trading technology supplier, to add access to the US equities market to its platform. Leveraging DriveWealth’s real-time fractional share trading technology and API-enabled brokerage infrastructure, Flink customers will be able to invest in US stocks with as little as 30 pesos, directly funded from the Flink platform.

Find details here.

Riskalyze

Riskalyze announced its enterprise agreement with Lincoln Investment (Lincoln), a full-service broker-dealer and registered investment adviser serving nearly 360,000 investors who represent more than $41 billion in assets. The agreement will provide more than 1,000 Lincoln advisors with access to Riskalyze’s risk assessment technology across different business channels.

Find details here.

YCharts

YCharts, an investment research, analytics, and client communications platform, announced it has been selected for inclusion in LPL Financial’s (“LPL”) Vendor Affinity Program. LPL’s Vendor Affinity Program is designed to help advisors reduce the complexity and costs of running their businesses, curating a network of third-party vendors that have agreed to provide their products and services to LPL advisors at discounted prices. Vendors are selected for inclusion in the program based on advisor demand, the ease of using their products or services, and their ability to meet LPL’s security and compliance requirements.

Find details here.

The copying of any content is only permitted if it is copied in full with no amendment or editing and is linked to the original page on this site.

Access the whole Fintech integrations ecosystem in one place

WealthTech Weekly August 2, 2021

WealthTech Weekly August 2, 2021

iCapital receives $4 billion valuation after latest fundraising round. AdvisorEngine hires Raj Madan as Chief Information Officer. All-in-one software provider, Advyzon, announces A Series of integrations with BNY Mellon’s pershing.

WealthTech Weekly July 26, 2021

WealthTech Weekly July 26, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 19, 2021

WealthTech Weekly July 19, 2021

Daloopa announced that it has closed $20 million in Series A financing to accelerate its AI-driven data extraction offerings for financial institutions. Vanguard, which has $7.9tn worth of assets under management,…

WealthTech Weekly July 12, 2021

WealthTech Weekly July 12, 2021

Douglas Elliman Introduces New Industry Leading Agent Portal Built on the INVENT Cloud-Native Platform. Advisor Group adds Kimmell from RBC to Head Business Development. AssetMark closes on the acquisition of Voyant. LifeYield connects…

WealthTech Weekly July 5, 2021

WealthTech Weekly July 5, 2021

Marstone announces close of $5 million series A funding. CircleBlack launches major upgrade to wealth management platform. Northern Trust launches alternative asset servicing digitization initiative. Kestra launches new division under ex-United Capital CIO. 

WealthTech Weekly June 28, 2021

WealthTech Weekly June 28, 2021

Mercer Advisors Acquires AFI Wealth Strategies. SmartAsset, a marketplace that connects consumers to financial advisors, announced that it has raised $110 million in a Series D round of funding. Chalice Network partners…

WealthTech Weekly June 21, 2021

WealthTech Weekly June 21, 2021

Addepar, which makes software to track investment performance, has raised $150 million from D1 Capital Partners. Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and…

WealthTech Weekly June 14, 2021

WealthTech Weekly June 14, 2021

Panoramix, an innovative advisor technology platform, announced a technology integration with FeeX, a leading fintech solution that allows advisors to trade, manage, and bill on held away accounts through a…