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 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 Mphasis and Loyakk, 280CapMarkets, Wealthbar and PPI, Empowerment Retirement, Justwealth, Novia Financial and FinoComp and Capco.
- Technology developments by wealth managers - with news on/from Merrill Lynch, UOBAM, TD Ameritrade, TAM Asset Management and Equitas Bank.
- Partnerships & integrations - with news on/from Emotomy and Interactive Brokers, Trizic and Apex Clearing, LPL and Kwanti, SEI and Vasco, Envestnet and Investopedia, InvestCloud and Finworx, Private Client Resources and AltaReturn
- Solution adoption & success - with news on/from Mercer and Investment Metrics, Blueleaf and Redi2 and Bahrain FinTech Bay and RobustWealth.
- Market research - with news on/from Professional Planner in Australia, Juniper Research and TD Ameritrade.
- M&A deals - with news on/from SS&C Technologies and DST Systems, AdvisorEngine and Junxure, Envestnet and FolioDynamix, Allfunds and Finametrix and Equisoft.
- Fundraisings & listings - with news on/from Wealthfront, Lufax, Transact and MoneyLion.
- People hires & moves - with news on/from additiv.
- Other technology-related news - with news on/from Vanguard, Netwealth, Standard Chartered, Aviva, WH Ireland, Ladenburg Thalman and Overstock.
(Please click on the image below this section to access and download the full summary).
