Real insight requires process, dedication and a full view of the market. Welcome to our Wealth & Technology monthly summary newsletter
Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them into this one accessible resource.
Segmented for focus
Each month, this newsletter will record and publish as many of the relevant developments around wealth management technology as possible. In terms of the structure, rather than just a dump of developments, we categorise each piece into one of 11 segments. See the graphic below for a full view of these segments. As we progress, each segment will become a repository of market information and developments that we will develop and report in more detail through focused reports and projects.
Analysis on top
In addition to collecting and publishing this content, we will put on our analyst hats to also provide analysis of market developments both looking at individual developments and their relevance as well as identifying and communicating themes that we see as relevant. Furthermore, as we progress with the recording, publishing and analysis, we will distribute this content in other forms such as through minim-reports, infographics and podcasts.
Access
The newsletter is available to solution providers each month as part of their subscription package. For all other users, the newsletter is available several weeks later on our website.
The newsletter is categorised into the following topics so, as we build this resource out, each topic in itself becomes a rich repository of market knowledge that can be analysed, summarised and repackaged and distributed in different forms.
4th March 2020
Welcome to the 43rd edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from February 24th to March 1st, 2020 and featuring 20 market developments. AVA Labs...
27th February 2020
Welcome to the 42nd edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from February 17th to February 23rd, 2020 and featuring 31 market developments. Addepar...
18th February 2020
Welcome to the 41st edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from February 10th to February 16th, 2020 and featuring 19 market developments. additiv...
14th February 2020
Welcome to the 40th edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from February 3rd to February 9th, 2020 and features 25 market developments. AgentRisk...
4th February 2020
Welcome to the 39th edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from January 27th to February 2nd, 2020 and features 23 market...
31st January 2020
The Wealth Mosaic has come a long way in 2019 and achieved a lot. To highlight some of our major milestones, we've put together this infographic, which provides a snapshot of...
31st January 2020
Welcome to the 38th edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from January 20th to January 26th, 2020 and features 36 market...
21st January 2020
Welcome to the 37th edition of our Wealth & Tech Weekly newsletter This week's Wealth & Tech Weekly newsletter covers the week from January 13th to January 19th, 2020 and features 28 market developments. 55ip...
14th January 2020
Welcome to the 36th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this first newsletter of 2020 provides a quick overview of...
26th December 2019
Welcome to the 35th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
20th December 2019
Welcome to the 34th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
12th December 2019
Welcome to the 33rd edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
3rd December 2019
Welcome to the 32nd edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
25th November 2019
Welcome to the 31st edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest wealth...
19th November 2019
Welcome to the 30th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
15th November 2019
Welcome to the 29th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
14th November 2019
Welcome to the September 2019 edition of our Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector, put together with the support...
7th November 2019
Welcome to the 28th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
31st October 2019
Welcome to the 27th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
24th October 2019
Welcome to the 26th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
17th October 2019
Welcome to the 25th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
8th October 2019
Welcome to the 24th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
1st October 2019
Welcome to the 23rd edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
25th September 2019
Welcome to the 22nd edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
25th September 2019
Welcome to the August 2019 edition of our revamped Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector, put together with the support of...
17th September 2019
Welcome to the 21st edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
10th September 2019
Welcome to the 20th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
4th September 2019
Welcome to the 19th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
30th August 2019
Welcome to the July 2019 edition of our revamped Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector, put together with the support of...
28th August 2019
Welcome to the 18th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
21st August 2019
Welcome to the 17th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
7th August 2019
Welcome to the 15th edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
26th July 2019
Welcome to the June 2019 edition of our revamped Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector, put together with the support of...
24th July 2019
Welcome to the thirteenth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest wealth...
17th July 2019
Welcome to the twelfth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
11th July 2019
Welcome to the eleventh edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest wealth...
3rd July 2019
Welcome to the tenth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
28th June 2019
Welcome to the May 2019 edition of our revamped Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector, put together...
26th June 2019
Welcome to the ninth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
20th June 2019
Welcome to the eighth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
19th June 2019
This presentation provides an overview of what The Wealth Mosaic is offering to solution providers, as well as what we offer in our three tiers of subscription: Premium Plus, Premium and Standard. Please...
6th June 2019
As part of our Wealth & Tech Monthly newsletter, together with our partner, US-based wealth management focused research and consulting business, Cutter Wealth, we pull out significant technology-related themes that we see...
5th June 2019
Welcome to the sixth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
29th May 2019
Welcome to the fifth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
23rd May 2019
Welcome to the revamped April 2019 edition of our Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector. This month’s edition features...
22nd May 2019
Welcome to the fourth edition of our Wealth & Tech Weekly newsletter A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
7th May 2019
Welcome to the second edition of our Wealth & Tech Weekly newsletter. A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
30th April 2019
Welcome to the first edition of our Wealth & Tech Weekly newsletter. A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
21st December 2018
Welcome to the October 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover 89 noteworthy developments from the month, referencing 172 different businesses across...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
23rd November 2018
Welcome to the September 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover 66 noteworthy developments from the month, referencing 122 different businesses across...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
30th October 2018
Every month from our Wealth & Technology newsletter which covers bewteen 60 and 90 relevant news and developments from in and around the world of technology in the wealth management sector,...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
26th September 2018
Every month from our Wealth & Technology newsletter which covers bewteen 60 and 90 relevant news and developments from in and around the world of technology in the wealth management sector,...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
25th September 2018
Welcome to the July 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from that month. Of note: this document...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
18th September 2018
Every month in our Wealth & Tech newsletter, we highlight a range of the latest technology-related developments in and around the wealth management sector from across the world. In this...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
31st August 2018
Every month in our Wealth & Tech newsletter, we highlight a range of the latest technology-related developments in and around the wealth management sector from across the world. In this...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
28th August 2018
Every month in our Wealth & Tech newsletter, we highlight a range of the latest technology-related developments in and around the wealth management sector from across the world. In this...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
28th August 2018
Every month from our Wealth & Technology newsletter which covers bewteen 60 and 90 relevant news and developments from in and around the world of technology in the wealth management sector,...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
27th August 2018
Welcome to the June 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from that month. Of note: this document...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
25th June 2018
Every month from our Wealth & Technology newsletter which covers bewteen 60 and 90 relevant news and developments from in and around the world of technology in the wealth management sector,...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
22nd June 2018
Welcome to the May 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone. Where a firm...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
20th May 2018
Welcome to the April 2018 edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone. Where...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
9th April 2018
Welcome to the March 2018 edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone. Where...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
5th March 2018
Welcome to the February 2018 edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone. Where a...
Benchmarking & Competitive Intelligence Market Analysis, Understanding & Sizing
5th February 2018
Welcome to the first edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone. Where a...
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