• Chalice appointed James A. Combs Jr. to the Chalice advisory board.

• BBR has selected d1g1t’s analytics, reporting and performance management software solution for its clients.

• Envestnet Yodlee will improve the visibility of JP Morgan Chase’s financial apps.

• InvestCloud designed a new app called PersonaTech to create personal digital experiences for wealth management clients.

• BNY Mellon’s Pershing integrated its managed accounts technology with its annuity order entry platform, Subscribe.

• Fiserv is selling the majority of its investment services division to private equity firm Motive Partners and other investors.

• Goldman Sachs will offer digital wealth management services to individuals with as little as $5,000.

• Agentrisk launched a new free tool to make it easier to do tax-loss harvesting for DIY investors.

Chalice Financial Network, an online member-based digital marketplace for independent, small- and mid-sized businesses, announced the appointment of James A. Combs Jr., president and CEO of National Advisors Trust Company, to the Chalice advisory board.


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