- Infinex and Jemstep announced a partnership to deliver digital advice solutions to Infinex’s client firms.
- Bridge Financial Technology and Wealthbox CRM announced a new integration and partnership to expand both firms’ respective networks of API partners.
- AdvicePay and Valmark announced a new strategic partnership to provide AdvicePay’s billing and payment technology to Valmark’s Member Firms across the U.S.
- StratiFi Technologies announced an integration with SS&C’s Black Diamond Wealth Platform.
- MyVest partnered with F2 Strategy to launch Discretionary Portfolio Management research paper.
- Envestnet is adding five Yodlee FinApps to the MyBlocks™ client-engagement tool from MoneyGuide.
- PCS Retirement received the Charles Schwab Best-in-Retirement Business IMPACT™ Award for 2019. CAIS launched CAIS IQ, a learning system designed to help financial advisers master alternative investments.
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Xtiva announced the launch of its Xtiva Vault deep storage service for long-term data retention compliant with major regulatory regimes.
StratiFi Technologies announced an integration with SS&C’s Black Diamond Wealth Platform. The move is meant to boost risk analysis and compliance capabilities for registered investment advisory firms, according to a prepared statement.
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 and start-up robo-advisor and wealth management companies.
Infinex Financial Group (Infinex), a leading provider of investment, insurance, and wealth management products and services to financial institutions and their customers, and Jemstep, a market-leading digital advice provider, announced a partnership to deliver digital advice solutions to Infinex’s client firms. The digital advice solution, Jemstep Advisor Pro, will be integrated into Infinex’s broker-dealer platform and offered to over 220 community-based programs, with over $30 billion in assets under administration, supported by over 650 advisors providing wealth management services.
Envestnet announced it is adding five Yodlee FinApps to the MyBlocks client-engagement tool from MoneyGuide, giving advisors the ability to create an immersive digital experience as they work to help clients improve financial wellness. Like existing blocks, these new Yodlee-powered blocks feed account data into a MoneyGuide plan, delivering broader advice while removing administrative barriers and making engagement easy.
PCS Retirement—the company committed to delivering on its motto, “No plan left behind”—has received the Charles Schwab Best-in-Retirement Business IMPACT Award for 2019. PCS Retirement offers a high-touch, comprehensive qualified retirement plan program with cutting edge technology in a low-cost, independent and conflict-free package. They provide advisors with the ability to create customized programs and offer innovative tools and fiduciary support. 
Bridge Financial Technology and Wealthbox CRM announced a new integration and partnership, launched this quarter to continue to expand both firms’ respective networks of API partners. The integration was developed alongside advisors to limit keystrokes and reduce toggling between applications while offering the benefits of using two specialized platforms.
AdvicePay, the only fee-for-service billing and payment platform designed exclusively for financial advisors, and Valmark Financial Group, a leading independent full-service life insurance agency, broker-dealer and Registered Investment Adviser, announced a new strategic partnership to provide AdvicePay’s billing and payment technology to Valmark’s 100+ Member Firms across the United States.
CAIS, a technology platform connecting financial advisers with alternative investments, has launched CAIS IQ, a learning system designed to help financial advisers master alternative investments. CAIS IQ reduces the alternative investment learning curve by combining expert content with predictive algorithms that adapt to how each individual adviser learns best.
Xtiva has announced the launch of its Xtiva Vault deep storage service for long-term data retention compliant with major regulatory regimes. “Vault is a terrific companion to our Incentive Compensation services for those customers who want to a long-term, immutable duplicate electronic storage option,” said Rob Kenig, VP, Infrastructure and CISO, Xtiva. “Regulators are no longer tolerating insufficient data back-up and data protection by members’ firms. The fines for poor compliance are hitting 7 digits.
MyVest and F2 Strategy launch Discretionary Portfolio Management research paper. What technology trend in wealth management is most closely tied to firm growth and advisor retention? Many industry observers would likely answer “digital” or ‘“frictionless process automation.” However, there is a strong contender for any firm looking to grow assets and court (or keep) top advisors: Discretionary Portfolio Management (DPM)* technology. MyVest partnered with F2 Strategy to shed light on this trend, to define and sift through the nuances, drivers, frustrations, and best practices around DPM programs.