Chester County News and Community Website
VALLEY FORGE, PA — Vanguard agreed to acquire wealth technology and custody platform Altruist in a deal that would deepen the asset manager’s ties to independent financial advisors and expand …
Vanguard to Acquire Altruist, Expanding Advisor Reach Read More
PHILADELPHIA, PA — Yellowwood Technologies is extending its investment-analysis platform into real estate through a new design-partner program with CAPREIT, Binswanger and Reichard Capital, targeting family offices and smaller investment …
Yellowwood Expands Investment Platform Into Real Estate Read More
WAYNE, PA — iPipeline launched an application programming interface hub that allows financial institutions and technology providers to embed annuity processing directly into their existing platforms, extending the Wayne-based insurance …
iPipeline Opens Annuity Workflows to Outside Platforms Read More
WEST CHESTER, PA — TradePMR by Robinhood is integrating Artha’s portfolio-analysis platform into its adviser technology stack, giving registered investment advisers access to scenario-based stress testing, optimization, rebalancing and tax-loss …
West Chester’s Artha Lands TradePMR Integration for Adviser Tools Read More
NEWTOWN, PA — PrintMail Solutions has joined the Jack Henry Fintech Integration Network, giving the financial-document provider direct access to technical resources and testing systems as it integrates print and …
PrintMail Deepens Jack Henry Integration for Bank Documents Read More BALA CYNWYD, PA — FusionIQ is partnering with affiliated registered investment adviser IQvestment and fintech company Regen to connect sports gaming activity with automated saving and investment accounts, creating a …
FusionIQ Links Sports Gaming Activity to Automated Investing Read More
WILMINGTON, DE — LeverageOne has expanded its enterprise software offering for brokers, proprietary trading firms and other trading-related businesses, positioning the platform as a configurable infrastructure layer for companies seeking …
LeverageOne Expands Software Platform for Trading Firms Read More
WASHINGTON, D.C. — Former Celsius Network Chief Executive Officer Alexander Mashinsky and two of the cryptocurrency lender’s co-founders have agreed to pay $16.5 million and accept permanent business restrictions to …
FTC Secures $16.5 Million Celsius Settlement Read More
WEST CHESTER, PA — F2 Strategy acquired Toronto-based Intelligo Partners, expanding its investment technology implementation business in Canada as wealth and asset managers increase spending on platform modernization. Financial terms …
F2 Expands Canadian Business With Intelligo Acquisition Read More PHILADELPHIA, PA — Janney Montgomery Scott has introduced a tax-overlay management system for its unified managed account platform, expanding automated tax-management capabilities across a broader segment of client portfolios as …
Janney Expands Tax-Managed Investing With In-House Portfolio Tool Read More