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 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 Auctus, Envestnet Tamarac, Fidelity, FA Solutions, LifeYield, Nucleus and Quovo.
- Technology developments by wealth managers - with news on/from Bank of the West, Hudson James Investment Management, WealthSmart and Webster Bank.
- Partnerships & integrations - with news on/from .
- Solution adoption & success - with news on/from Kestra Financial and eMoney Advisor, Ortec Finance and Avaloq, Private Client Resources and AltaReturn, SS&C and Advizr, BBVA Switzerland and DocuSign, Commonwealth Bank and Intiger, Jyske Bank and Munnypot, Kasikornbank and Avaloq, Shade Tree Advisors and Private Wealth Systems and Siam and Thomson Reuters,
- Market research - with news on/from MyPrivateBanking, cyber attacks and GDPR.
- M&A deals - with news on/from Artivest and Altegris to merge, Blackstone invests in Thomson Reuters unit, Catalyst and Knadel and IOOF and Grow Super.
- Fundraisings & listings - with news on/from Grove, MoneyLion, QARA and Wealthsimple.
- Regulation & compliance - with news on/from the FCA.
- People hires & moves - with news on/from Advicent, Delta Capita, Hargreaves Lansdown and TrueProfile.
- Other technology-related news - with news on/from Aviva and Blooom.
(Please click on the image below this section to access and download the full summary)