Schwab IMPACT 2019 Fintech News

Schwab IMPACT 2019 is a weeklong event that celebrates RIA firms—as well as the advisor technology companies who build solutions to make their lives easier.

But because it’s a time when there’s so many announcements from those tech firms, they can sometimes get lost in a sea of tweets and press releases.

In this post, I’m compiling all the fintech news and announcements during and adjacent to Schwab IMPACT so you can easily scan what’s out there and check out the ones you care about.

YCharts Improves Schwab Integration

Read More: https://www.wealthmanagement.com/technology/ycharts-improves-schwab-integration

Orion Returns to IMPACT with New Integrations, Innovative Tech

Read More: https://www.businesswire.com/news/home/20191104005822/en/Orion-Returns-Schwab

Morningstar Acquires AdviserLogic and Broadridge Nabs Fi360

Read More: https://www.thinkadvisor.com/2019/11/04/morningstar-to-acquire-adviserlogic-broadridge-completes-fi360-deal/

Agreement Express Announces Participation in Schwab OpenView Gateway

Read More: https://finance.yahoo.com/news/agreement-express-announces-participation-schwab-130005203.html

AdvicePay Integrates with Schwab Advisor Services

Read More: https://www.prweb.com/releases/advicepay_announces_technology_integration_with_schwab_advisor_services/prweb16685268.htm

Panoramix Announces Technology Integration with Schwab Advisor Services

Read More: https://www.panoramixfinancial.com/News/Article?item=PanoramixSchwab.html

I’ll be updating this blog throughout the week as more news gets released. If your firm should be on the list and I missed you, DM me on Twitter to add your news to the list.

I’ve worked in the financial services industry for many years, and articles may at times contain references to either past or current clients.

Click here to connect with Three Crowns.

Featured Image: Photo by Joe Gardner on Unsplash