Integrations thrived, with key players working alongside upstarts. Government interventions remained light.
Headlines to take note of:
- Nasdaq and AWS revealed an upgrade to their collaboration;
- Fidelity launched a new offering;
- Morgan Stanley enabled crypto trading on E*TRADE;
- Citi launched new AI agents;
- Plus, LexisNexis Risk Solutions launched a new home-focused offering (read on to find out);
- And much more!
Of course, this is your week in digital wealth!
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Wealthtech, Regtech, Regulatory, and Treasury
Nasdaq/Amazon Web Services (AWS)
In a September 26 announcement on its website, Nasdaq revealed an upgrade to its partnership with AWS. The setup brings the Nasdaq Calypso platform to the AWS cloud in a fully managed model.
In addition, Nasdaq’s CapCloud framework will provide standardized services, enabling faster adoption of tools including AI, tokenization, and advanced analytics.
Fidelity Investments
Finance giant Fidelity Investments unveiled Fidelity Trader+, a next‑generation trading platform designed for advanced investors. The platform delivers real‑time insights, dynamic visual analytics, and sophisticated trading tools in an integrated ecosystem.
Traders can start an order on one device and finish it on another, with saved positions, custom charts, and streaming data available.
The Depository Trust & Clearing Corporation (DTCC)/Fixed Income Clearing Corporation (FICC)/BNY Mellon
Post-trade specialist DTCC subsidiary FICC filed a proposal with the SEC to launch a new Agent Clearing Service (ACS) Triparty offering. The service will extend FICC’s existing triparty repo capabilities, allowing Agent Clearing Members to clear eligible triparty repo trades.
Consequently, the service will utilize BNY Mellon’s tri-party infrastructure to manage collateral and facilitate settlement.
Franklin Templeton
Finance giant Franklin Templeton expanded its retail offerings with new, retail-focused infrastructure investment solutions. The initiative reflects growing demand for access to asset classes reserved for institutions, including transportation, energy, utilities, and digital infrastructure projects.
Moreover, the firm is positioning these products as a means for retail clients to gain diversified exposure to long-term, income-generating assets that can also serve as a hedge against inflation.
Crypto, Blockchain, and Digital Assets
Banking behemoth Morgan Stanley unveiled plans to introduce cryptocurrency trading on its E*TRADE platform through a partnership with Zerohash. The service is scheduled to launch in the first half of 2026 and will initially support Bitcoin, Ether, and Solana.
Additionally, the plan includes a phased rollout, beginning with trading access and later expanding to a wallet solution that would provide custody and other services.
Bitfinex/Stable Blockchain/PayPal (PYUSD)
Premier crypto exchange Bitfinex-backed blockchain Stable announced the integration of PayPal’s PYUSD stablecoin into its network. The move follows a strategic investment from PayPal Ventures.
Furthermore, the integration unlocks new commerce‑related use cases for PYUSD.
Chainlink Blockchain/Canton Network
Boutique blockchain Chainlink joined the Canton Network as a super validator and oracle provider, alongside integrations with its cross-chain interoperability protocol (CCIP). The integration brings Chainlink’s data streams, proof‑of‑reserve, NAVLink, and CCIP into Canton.
Moreover, Chainlink will participate in the Global Synchronizer, helping to order and finalize cross‑domain transactions.
Fintech, Personal Finance, and Apps
Niche Fintech Drake Software introduced Drake Tax Online, a cloud‑based version of its professional tax offering. The new product complements the company’s desktop software, enabling tax professionals to prepare both individual and business returns with ease.
Furthermore, the product integrates with other Drake applications, including Drake Portals, Drake Pay, and Drake Workflow.
BillingPlatform, Corp.
Boutique Fintech BillingPlatform unveiled BP E‑Invoice, an e‑invoicing solution. The new module helps enterprises comply with emerging global tax regulations.
Additionally, the system supports mandatory e-invoicing and reporting standards, including SAF-T and Peppol.
Niche Fintech Parafin launched Pay Over Time, a solution that allows small businesses to defer payments on essential expenses. The product is now live on Gusto’s payroll-focused platform.
Moreover, the solution utilizes large language models to analyze raw banking activity in real-time, enabling credit decisions in as little as 10 seconds with high approval rates.
Billd, LLC
Construction-focused Billd introduced Predictable Pay, an early payment program developed in collaboration with general contractors to address long‑standing cash flow challenges. The initiative gives subcontractors faster access to funds.
Additionally, the solution enhances subcontractor performance, providing general contractors with a competitive advantage in attracting and retaining top-tier partners.
Banking, Payments, and Infrastructure
A September 22 Wall Street Journal report unveiled Citi’s launch of AI agents to handle complex, high-volume tasks. These agents act autonomously within defined parameters.
Furthermore, the bank is testing the technology under strict human oversight to ensure compliance and risk management.
Niche Fintech Eltropy announced Eltropy Payments, a platform that streamlines digital transactions for CFIs. The platform consolidates payment functions across collections, lending, and account servicing.
Additionally, the product offers a secure, mobile-friendly payment experience that combines automated outreach, self-serve portals, direct payment links, and agent-assisted options.
Identity-focused Prove partnered with Backbase to enhance customer onboarding for FIs. The collaboration integrates Prove Pre‑Fill® into Backbase’s system, enabling faster account opening and lending processes while reducing fraud risk.
Additionally, the solution also strengthens fraud prevention by leveraging Prove’s Identity Graph.
ERP-focused Koxa partnered with Hanmi Bank, a Los Angeles, California-based FI, to offer commercial clients direct banking capabilities. The collaboration eliminates duplicate data entry, manual uploads, and issues related to switching ecosystems.
Moreover, Hanmi’s clients can submit, approve, and release payments, track payment status, and automatically reconcile transactions.
REtech, Insurtech, and Investing
Mortgage Industry Advisory Corporation (MIAC Analytics)/MTVi, LLC
MIAC subsidiary MTVi unveiled AiCR, a document processing platform that streamlines mortgage and financial operations. The system goes beyond basic data extraction, enabling organizations to manage structured, unstructured, and scanned documents with speed and accuracy.
Additionally, the solution combines document recognition, workflow automation, and seamless integration with existing business systems.
LexisNexis Risk Solutions
All-American LexisNexis Risk Solutions launched a Home Claims Insights dashboard within its Insurance Market Insights platform. The offering helps property insurers navigate rising claim severities and the growing impact of catastrophic events.
Insurers can drill down by peril type, state, metro area, policy type, building age, square footage, and catastrophe indicators.
On the AI end, niche Insurtech Genpact introduced the Genpact Insurance Policy Suite, an AI‑driven platform designed to transform commercial and specialty business insurance. The suite automates repetitive administrative tasks.
Moreover, the Microsoft Azure AI Foundry Models and Analytics Services ecosystem serves as the framework for the product.
LPL Financial LLC/Prudential Financial, Inc.
Prudential Financial and LPL Financial expanded their partnership with the launch of an Insurance Overlay retirement lifetime income strategy on LPL’s managed accounts platform. The solution reaches financial advisors who have not traditionally incorporated protected lifetime income or insurance-based retirement products into their practices.
LPL’s network of 29,000 financial advisors can also access Prudential’s retirement products. The offering enhances retirement security by providing clients with guaranteed income solutions.
