d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced that BBR Partners LLC has selected d1g1t’s analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market.

JP Morgan Chase has made an agreement with data aggregator and analytics platform Envestnet Yodlee to give its customers more visibility and control when using their financial apps. The partnership will see the data platform commit to sending 100% of its requests for Chase customer data through the bank’s secure API.

InvestCloud, a platform for the development of financial digital solutions, announced it designed a new app called PersonaTech to create personal digital experiences for wealth management clients.


BNY Mellon’s Pershing has completed the integration of its managed accounts technology with its annuity order entry platform, Subscribe, enabling advisors to streamline annuity purchasing and servicing capabilities within its managed accounts solution. The integrated solution supports more than 70 fee-based annuity products from 18 carriers and is designed to deliver a seamless experience for advisors looking to incorporate fee-based insurance products into the wealth management process.

Fiserv’s commitment to its wealth management business is shifting, as evidenced by the recent announcement of a private equity joint venture where it’s selling the majority of its investment services division to private equity firm Motive Partners and other investors for approximately $510 million in after-tax proceeds.

Goldman Sachs will offer digital wealth management services to individuals with as little as $5,000, bringing the Wall Street investment bank a step closer to Main Street under the watch of new chief executive David Solomon.


Agentrisk, a hybrid automated-investment platform that deploys nonspeculative strategies with lower fees (versus traditional wealth-management firms), daily liquidity, and no lock-up periods, launched a free tool to make it easier to do tax-loss harvesting for DIY investors.

Vasyl Soloshchuk is CEO and co-owner at INSART, a fintech and Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune 500 companies and start-up robo-advisor and wealth management companies.

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