- Chalice and Succession Link are now both available to members through a single sign-on.
- TradeZero America has signed Apex Clearing to enhance its brokerage functions such as opening accounts and onboarding, moving money, deposits, and withdrawals.
- eMoney integrates with TD Ameritrade Institutional’s Veo One® to enable advisors to work seamlessly between the two systems via single sign-on access.
- Tradier Brokerage partners with Portfolio123 to add seamless broker connectivity with commission-free trading to the fast Portfolio123 equity backtesting engine and advanced ranking capability.
- GeoWealth adds VanEck to its next-generation turnkey asset management platform (TAMP).
- Envestnet|Yodlee unveiled new intelligent APIs which makes it easy for developers to deliver personalized, actionable insights via their applications.
- Backstop Solutions Group launched IntellX, the newest offering in the group’s suite of data products and services.
- Plaid focuses on student debt management along with other areas of financial services that FinTech has underserviced.
- Snappy Kraken has named three new board members.
The company says its collaboration with Apex will also enhance the execution of options contracts. TradeZero had begun as an international company, and investor demand led to the formation of its US arm, TradeZero America, which provides commission-free stock and options trading across all US states.
With the addition of the VanEck municipal bond ETF portfolio, GeoWealth will provide advisors access to a tax-sensitive income generation solution for their clients, which is unique in the model marketplace.
Through this deeper integration, advisors can sign into TD Ameritrade Institutional from the eMoney platform and securely access and share documents in the eMoney Vault, including TD Ameritrade Institutional’s Statements and Tax Forms. With a streamlined workflow, advisors can improve operational efficiency and seamlessly extend planning into action.
Chalice Financial Network, an online member-based digital marketplace for independent, small- and mid-sized businesses, and Succession Link, the nation’s top online matching service for independent financial advisor M&A deals, are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment to providing its members with scale for savings, which leads to profit margin expansion and ultimately enhanced enterprise value for their business. The online community has grown from 37,000 to more than 50,000 members and offers the largest digital marketplace for independent advisors.
New York-based online broker-dealer TradeZero America has signed Apex Clearing, which offers clearing and custody services for robo advisors, to enhance its brokerage functions such as opening accounts and onboarding, moving money, deposits, and withdrawals. 
GeoWealth, a leading financial technology and investment advisory firm, announced the addition of VanEck to its next-generation turnkey asset management platform (TAMP).
In its third annual request for start-ups, Plaid is aiming to focus on student debt management along with other areas of financial services that FinTech has underserviced. The firm notes that the total amount of student debt in the United States is at a record high of $1.6 trillion, the average outstanding debt for those who owed was between $20,000 and $25,000 in the last year, and, for those paying off their own student loans, two in 10 adults are behind on these payments. the company noted.
Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and data analytics platform for digital financial services, unveiled new intelligent APIs and an enhanced developer experience which builds upon the platform’s industry-leading data to supercharge the creation of hyper-personalized financial wellness solutions. Available through the enhanced Envestnet | Yodlee developer experience, these intelligent APIs make it easy for developers to deliver personalized, actionable insights via their applications.
eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, announced a new integration with Veo One®, TD Ameritrade Institutional’s next-generation technology platform for independent registered investment advisors. The integration will enable advisors to work seamlessly between the two systems via single sign-on access.