• Marc Butler will join Skience as the Herndon-based wealth management firm’s president and chief operating officer.
  • Advisor360 expanded the insurance capabilities of its platform.
  • CAIS announced an integration agreement with BNY Mellon’s Pershing.
  • Wealthbox partners with Shareholders Service Group.
  • Panoramix announced the results of a recent industry research study on billing practices of independent RIAs during the Covid-19 Pandemic.
  • DriveWealth partnered with Flink to give access to the US equities market to Flink’s platform.
  • Riskalyze announced its enterprise agreement with Lincoln Investment.
  • YCharts was selected for inclusion in LPL Financial’s Vendor Affinity Program.

 

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.


Advisor360
Advisor360 announced it has expanded the insurance capabilities of its platform. 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.


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.


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


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