HiddenLevers, a leading technology provider serving the wealth management space, announced that it will increase integration ties with SS&C’s Black Diamond Wealth Platform, a premier portfolio accounting service provider for financial advisors. The expanded integration will provide registered investment advisor (RIA) clients enhanced business intelligence (BI).

Rapport Credit Union’s licensed advisors will use the Wealthsimple Advisor Services platform beginning in January 2020. Advisors at the member-owned financial institution will have access to Wealthsimple’s suite of low-cost mutual fund and ETF portfolios, as well as back-office solutions that aim to simplify administrative and compliance tasks, according to a release.

Envestnet | Tamarac announced a partnership with Syracuse, N.Y.-based Rockbridge Investment Management to provide reporting and trading technology services. The technology will support Rockbridge’s goals for growth while simplifying back-end processes and improving client experience for the more than 750 families the firm serves.

PayActiv, a U.S.-based provider of employment-based holistic financial wellness services, announced on Wednesday it has become a Public Benefit Corporation, which is described as a corporation that performs a specific function for the benefit of the public. According to Safwan Shah, CEO of PayActiv, the move to become a Public Benefit Corporation gives us the platform to put people “alongside profits, aligning social goals with economic goals.”

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.



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