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 is highlighted in pink, click on the hyperlink to view their business profile page on our platform.
Split into different categories, the summary covers:
- Technology developments by solution providers - with news on/from AtomInvest, Envestnet, E*TRADE Financial, MoneyRebel, Morningstar, Profile Software, Standard Life and Temenos.
- Technology developments by wealth managers - with news on/from Crossbridge Capital, Fidelity, GP Wealth Management, NorthWestern Mutual, Scalable Capital and Stanlib.
- Partnerships & integrations - with news on/from 1st Global partners and eMoney, AdvisorEngine and Smartleaf, Broadridge and Morningstar, CAIS adds Bluerock, Envestnet Yodlee, Quovo and Morningstar, Finastra, FTJ FundChoice, Redtail and AdvisoryWorld, JHC and VMS, Moneyhub and Intelliflo, RBC and Artivest, Riskalyze and CataMetrics, Silver Management Group and RedBlack, Solovis and AcordIQ, TD Ameritrade and YCharts, and Thomson Reuters and NRI.
- Solution adoption & success - with news on/from ActiveAllocator, Addepar, Avaloq, SEI, CAIS, SimCorp, Envestnet, iCapital Network, Temenos, LifeYield, myprosperity, MX and Questis, Origo Services, TAM Asset Management, CGI and Invessence.
- Market research - with news on/from Netwealth, JHC and Compeer and TD Ameritrade Institutional.
- M&A deals - with news on/from Financial Engines, RobustWealth, Quantvex, RIA in a Box and Everest.
- Fundraisings & listings - with news on/from Freetrade, Moneyfarm, Orowealth, StratiFi, WeInvest and Whitebox.
- Regulation & compliance - with news on/from the FCA; Kiwi Wealth and SIFMA.
- People hires & moves - with news on/from Betterment, BlackRock, Chaikin Analytics, Charles Schwab, FNZ, SEI and Wealthsimple.
- Other technology-related news - with news on/from Platforum, the DIFC, Scalable Capital and Schwab.
- Other general news - with news on/from Ant Financial, Asian private bankers, China's wealth market, IWI, Money Marketing, North American advisors and Switzerland.
(Please click on the image below this section to access and download the full summary).
