technology

Three-year-old Wealth Access has achieved notable financial relationships with several institutional investors, family offices and individuals, leading the fintech company to the milestones of raising more than $3 million in funding and ramping its team with experienced and proven company builders.

Previous investors are now joined by new ones including SixThirty, the Council & Enhanced Tennessee Fund created by Council Capital and Enhanced Capital Partners, and several family offices.

Rapidly evolving technology is creating a new world of digitally connected advisors and investors

Blu Giant Advisor Studios, an Omaha-based creative services provider and division of NorthStar Financial Services Group, LLC (“NorthStar”), producing branding, social media, video, print and web solutions to financial services companies, today announced it will be integrating its operations with Arizona-based printing company, Gemcom, LLC (“Gemcom”).  The result of this combining of services will be Blu Giant, LLC (“Blu Giant”), a subsidiary of NorthStar, with Joseph Miola serving as President and Brett Clarke as Chief Executive Officer.

Vestorly today announced the integration of its smart digital content technology into Pershing’s  NetX360^® platform. This integration will provide Pershing’s broker-dealers, wealth managers and advisors with access to Vestorly’s content management and marketing analytics technology. Vestorly enables users to search and curate unlimited digital content from across the web and personally engage their audience on email, social media and webpages while capturing behavioral data on readers. This data makes it easy for users to fine-tune their client relationships and enterprises to analyze engagement patterns and make better-informed decisions across their businesses based on real-time intelligence.

Morningstar, Inc. a leading provider of independent investment research, is working with Total Rebalance Expert (TRX) to add rebalancing functionality to Morningstar Office, the company’s practice and portfolio management system for independent financial advisors. TRX is a leading account rebalancing software company that provides financial advisors with automated, tax efficient rebalancing capabilities to simplify and enhance portfolio management.

Next generation practice management and communications tool connects individuals and advisors, helps advisors provide more efficient and effective services

Wealthminder, a provider of financial planning and investment advice software as well as a marketplace for connecting individuals to financial advisors, today announced it has raised $1.45M in seed capital from Green Visor Capital, Signatures Capital and other angel investors.

Guide Financial Technologies Use Behavioral Finance and Artificial Intelligence to Help Advisors and Customers Make Financial Decisions

John Hancock announced today that it has acquired Guide Financial, Inc., a San Francisco-based software provider for financial advisors. Guide Financial builds software that enables investors to make better financial decisions and build wealth, utilizing artificial intelligence, behavioral finance, and seamless advisor integration. Terms were not disclosed.

Envestnet announced that it has acquired Finance Logix, a technology company that provides leading-edge financial planning and wealth management software solutions to banks, broker-dealers and RIA firms.

“Advisors we serve have been requesting a tightly-integrated platform where financial planning flows seamlessly into investment planning and ongoing management on a single platform,” said Jud Bergman, Chairman and CEO of Envestnet. “This acquisition allows us to deliver that capability and increase the breadth of our platform and the functionality gap between our platform and competing platforms.”

New offering for wealth and insurance advisors enables them to private-label BizEquity’s patented product to enable better prospecting, enhanced client service, and compete more effectively with ‘robo-advisors’

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, announced today that registration for the inaugural Laser App Advisor Con 2015 is open. The conference will be focused on demonstrating technology adoption for the broker-dealer community. It will be held October 7-8 at The Rio Hotel & Casino in Las Vegas.