- Apex Clearing integrates with Orion Advisor Solutions to enable investors to seamlessly open and fund their accounts.
- Fusion Financial Partners has entered a joint venture partnership with Mirador.
- Fi360 partners with ProctorU to administer remote proctoring exams for its Accredited Investment Fiduciary and Professional Plan Consultant Designations.
- DriveWealth partners with MotivHealth to provide an HSA investing experience to the customers.
- Sezzle partners with Plaid to give customers more control over how their data is used in payments.
- ProcessUnity launched ProcessUnity Vendor Financial Intelligence powered by RapidRatings.
- Asset-Map announced AdviceTech.LIVE, a live, virtual event for financial professionals.
- Hearsay Systems announced a deeper partnership with Salesforce.
- MoneyGuide and Envestnet Analytics have teamed up to provide free plan analytics to clients of MoneyGuide.
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.