![]() ![]() Welcome to the FPPad fintech briefing, here are the top fintech stories you need to know today brought to you by Orion Advisor Services.Įnable Orion’s new flash briefing by searching for Orion Advisor in the skills section of your Alexa app. Unveils Fifth Generation of MoneyGuidePro, G5, for Financial Advisors from GlobeNewsWire RightCapital Announces Strategic Partnership with Betterment for Advisors from PRNewswire Here are the links to today’s top stories:īaltimore fintech startup Facet Wealth raises $33 million from Music: Hysterical by Strength to Last, licensed via Soundstripe: IMPACT® 2018 coverage sponsored by Envestnet | Tamarac. We toured seven of the technology providers exhibiting during IMPACT® 2018, including: Check back in with me later for more fintech news.įrom Schwab IMPACT® 2018, I connected with John Connor, Vice President of Digital Advisor Solutions for Schwab Advisor Services to tour the “Tech Alley” section of The Exchange exhibit hall. I’m Bill Winterberg, and those are your fintech headlines for today from. Brandon Moss, XYIS Directorįor more details on this news and more, head over to /flashbriefing to find the links to today’s top stories.Īnd don’t forget to leave a 5-star review in the Alexa app if you enjoy the FPPad Fintech Update. They’ll no longer have to worry about whether they’re missing out on something by not signing up with a robo, but even the broader aspects a large national RIA might have, all of that is there, and Orion Enterprise is giving us the same robo-sytle capabilities for front-end type activities, but all of the flexibility that advisors are truly looking for from an automated platform. This partnership with Orion Enterprise puts our advisors using XYIS on par with the capabilities of the biggest and baddest RIAs in the country. I caught up with XYIS director Brandon Moss to get more information. The new partnership will leverage Orion’s new Enterprise platform to offer integrated portfolio management technology and an advanced investment management experience to advisors that use XY Investment Solutions for investment management. XYIS Announces Partnership with Orion Advisor ServicesĪnd finally, the XY Planning Network just announced a new partnership between its XY Investment Solutions subsidiary and Orion Advisor Services. The second product is MoneyGuideElite, an advanced planning product that supports sophisticated illustrations for lifetime insurance analysis, portfolio and social security income modeling, and more. The first is MoneyGuideOne, a streamlined version of MoneyGuidePro, that targets advisors who have not performed financial planning in the past, to create financial plans in minutes without compromising on quality. In financial planning news, PIETech, the creators of MoneyGuidePro, announced the introduction of two new products that are powered by the company’s flagship software. PIETech Announces MoneyGuideOne and MoneyGuideElite Founded in 2016, Abe AI is best known for AI-powered chatbots used by financial institutions to engage customers with messaging platforms like SMS, Slack, and Facebook Messenger as well as the voice-first platforms of Amazon Alexa and Google Home.Īccording to the company press release, Envestnet will add Conversational AI to Yodlee’s financial wellness apps and APIs, other retail banking solutions, and in the future, Envestnet’s wealth management offerings. Envestnet | Yodlee Acquires Abe AIĮnvestnet | Yodlee is expanding its capabilities in artificial intelligence, as the company announced the acquisition of Abe AI for its conversational banking technology. Welcome to a new FPPad fintech briefing, Here are the top fintech stories you need to know today. NOTE: Please see my conflicts of interest regarding Envestnet, Orion Advisor Services, and XY Planning Network, all mentioned in today’s briefing: XY Investment Solutions Announces New Partnership with Orion Enterprise from PRNewswire ![]() ® Expands its MoneyGuide Platform to Meet Different Advisor Needs, Adds Two Powerful New Financial Planning Solutions from GlobeNewswire ![]() Envestnet | Yodlee Acquires Abe AI to Revolutionize Financial Wellness and Wealth Management with Conversational AI from Yodlee ![]()
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