May 6, 2019

E*TRADE is going to allow customers to trade Bitcoin and Ethereum on its platform. Interactive Brokers plans to combine Watchlists & Scanners into a single tool. Envestnet announced new analytical tools that will empower financial advisors to make better, data-driven decisions and ultimately drive more productivity. AdvisorEngine announced new, deeper Junxure integrations, which include data flow improvements between the CRM application, Orion platform, Constant Contact, and MyRepChat.

MoneyGuide and eMoney are battling to redefine the way advisors interact with clients. Broadridge acquires Rockall Technologies to expand its front-to-back wealth management capabilities. IBM collaborates with Thomson Reuters to help banks address ever-growing regulatory requirements through the powerful combination of artificial intelligence (AI) and real-time regulatory insights. Guideline partners with Brex to support startups and small businesses.

Schroders’ investIQ will be available to Citi clients in Asia and Europe in the first half of 2019.

ETRADE

E*TRADE Financial Corp. (ETFC) is reportedly preparing to enter the cryptocurrency world with plans to allow customers to trade popular coins such as Bitcoin and Ethereum on its platform. The move would make it one of the largest securities brokerages to allow cryptocurrency trading, according to anonymous sources familiar with the firm’s plans interviewed by Bloomberg.

MoneyGuide

MoneyGuide, eMoney battle for financial planning software crown. Two of the most successful fintech companies are racing to redefine the way advisors interact with clients.

MoneyGuide and eMoney are battling to capture technology budgets as companies across the financial services industry try to move away from product sales in favor of providing financial wellness, comprehensive wealth management or holistic financial advice.

Interactive Brokers

Online trading major Interactive Brokers Group, Inc. (IEX:IBKR) has unveiled its plans to introduce a feature that will consolidate Scanners and Watchlists into a single tool that provides multiple methods to create and update one’s instrument list.

Watchlists and Market Scanners both result in lists of contracts, but are created differently. Watchlists are user-defined, static lists. Scanners are criteria-driven dynamic lists that can be refreshed with the click of a button.

Broadridge Financial Solutions

Broadridge Financial Solutions has taken a major step to expand its front-to-back wealth management capabilities via the acquisition of Rockall Technologies, a provider of securities-based lending (SBL) and collateral management solutions for wealth management firms and commercial banks.

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