- Riskalyze announced powerful new tax intelligence capabilities as a part of Riskalyze Elite.
- Equitrust Financial Group joined LPL Financial’s broker-dealer and corporate RIA platforms.
- Interactive Brokers is being forced to pay $38 million in fines for failing to investigate and report suspicious activity on its platform.
- Intuit QuickBooks Canada joins Digital Main Street to help Canadian small businesses digitally transform.
- Thomson Reuters acquired CaseLines without disclosing financial terms.
- iCapital Network partners with PGIM Investments to provide enhanced access to alternatives.
- Ocrolus was named to the annual Inc. 5000 list as the 30th fastest growing private company in America.
RIskalyze
Riskalyze announced tax intelligence capabilities for its advisor trading platform and showcased portfolio analytics as a part of Riskalyze Elite, as well as expanded coverage for structured notes on the platform.
LPL Financial
LPL Financial LLC announced that Equitrust Financial Group, Ltd. has joined its broker-dealer and corporate registered investment advisor (RIA) platforms, leveraging LPL as custodian.
Interactive Brokers
Greenwich, Conn.-based Interactive Brokers is being forced to pay $38 million in fines to FINRA, the SEC and the Commodity Futures Trading Commission for failing to investigate and report suspicious activity on its platform.
iCapital Network
iCapital Network formed a partnership with PGIM Investments, the retail distribution arm of PGIM, to provide a customized technology solution to augment PGIM Investments’ distribution and servicing capabilities.
Intuit QuickBooks
Intuit Canada joins Digital Main Street in their mission to help facilitate getting 50,000 Canadian small businesses online over the next year through the development of e-commerce storefronts. Intuit Canada will also help Digital Main Street advance their online web platform and will enable small businesses to receive direct 1-on-1 support through consultation meetings and online webinar training sessions.
Thomson Reuters
Thomson Reuters Corp has acquired CaseLines, a cloud-based court document and evidence management platform, the news and information provider said on Thursday, without disclosing financial terms.
Ocrolus
Ocrolus announced that it has been named to the annual Inc. 5000 list as the 30th fastest growing private company in America. The company ranks as the fourth fastest growing private company in New York, and the sixth fastest growing software company.
Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Soloshchuck is also the author of WealthTech Club, which conducts research into fortune and startup roboadvisor and wealth management companies in terms of the technology ecosystem.