Apex Clearing
Apex Clearing, a digital custody and clearing engine, announced the launch of a new integration with Orion Advisor Solutions, a provider of tech-enabled fiduciary framework. Under the integration, Apex’s account opening APIs are now available inside the client portal for advisors on Orion’s platform. This will enable investors to seamlessly open and fund an account in minutes, without the need for any paper processes or signatures.

Mirador
Fusion Financial Partners has expanded its suite of offerings for RIAs with the launch of its new Fusion Technology Solutions department, a joint venture partnership with Mirador, a provider of bespoke portfolio-performance reporting solutions. Prior to forming this partnership Fusion and Mirador worked together serving RIA advisor teams, Fortune 500 companies and large multi-family offices. The two firms are currently approaching their twelfth joint client engagement.

Fi360
Financial advisors seeking nationally recognized fiduciary designations can now take required exams safely online via a new remote proctoring exam launched this month through Broadridge Financial Solutions’ Fi360 fiduciary education training and technology business. Partnering with ProctorU, an online 24/7 proctoring and identity management solution, Fi360 will administer remote proctoring exams for its Accredited Investment Fiduciary and Professional Plan Consultant Designations.

DriveWealth
DriveWealth announced their partnership with Utah-based insurance provider MotivHealth to provide a  frictionless health savings account (HSA) investing experience that allows customers to view health insurance claims, manage their HSA and make trades with their HSA all from the same interface.

Sezzle
Installment payment platform Sezzle is partnering with Plaid, which works with digital tools to help companies enact fintech solutions, in order to give customers more control over how their data is used in payments.

 

RapidRatings
ProcessUnity, a provider of cloud-based applications for risk and compliance management, launched ProcessUnity Vendor Financial Intelligence powered by RapidRatings, a provider of financial health assessments and analytics. The addition to the ProcessUnity Vendor Intelligence Suite seamlessly and automatically incorporates RapidRatings’ Financial Health Ratings into ProcessUnity’s Vendor Risk Management platform for enhanced vendor due diligence, vendor assessments and ongoing monitoring.

Asset-Map
Asset-Map Holdings Inc. announced AdviceTech.LIVE, a live, virtual event that gives financial professionals access to top financial technology executives who will speak on a wide range of forward-thinking topics and ideas. These industry leaders will debate their brands’ visions, the future of the industry, their diversity and inclusion initiatives, and more.

Hearsay Systems
Hearsay Systems announced a deeper partnership with Salesforce to provide compliance at scale for heavily regulated financial services firms to deliver a human-client experience across digital channels.

Envestnet | MoneyGuide
Envestnet | MoneyGuide announced that MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide. This new service will be integrated into MoneyGuide and will provide analysis of planning usage, key metrics, and update patterns.

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.