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 wealth management technology-related developments from across the sector internationally. This week's, covering July 8th to July 14th, features 34 market developments.
- ABN AMRO launches wealth management app KENDU with support of Sopra Banking Software (Weblink)
- AFH Wealth Management research shows advised investors oblivious to platform cost (Weblink)
- Appway announces new Client Update solution to boost financial advisor productivity (Weblink)
- Cetera introduces retirement income tool in collaboration with Allianz and Capital Group (Weblink)
- Chalice launches Succession Link 2.0 M&A matching service for advisors (Weblink)
- Consolidator Clifton Asset Management unveils investment platform for advisers Viewpoint Portfolio (Weblink)
- d1g1t raises CAD$3 million in Series A funding (Weblink)
- Ex-Coutts banker forms digital wealth management firm Rosecut Technologies (Weblink)
- Facet Wealth announces Brent Weiss as Chief Evangelist (Weblink)
- Female Advisor Network acquires discounts from top tech vendors (Weblink)
- Finologee’s PSD2 compliance for banks module integrated within New Access (Weblink)
- First Rate and HiddenLevers partner to bring risk analytics and business intelligence to the wealth management industry (Weblink)
- GBST adds bond capability to Composer platform (Weblink)
- Grapevine6 names first President and Chief Revenue Officer (Weblink)
- HSBC works with Finantix to create private banking portal (Weblink)
- Jacobi secures AU$11 million from several US investors (Weblink)
- JPMorgan Chase launches new automated investment offering You Invest Portfolios (Weblink)
- Jumio fixes BTG Pactual digital ID check challenge (Weblink)
- Kaleidoscope launches protection education hub (Weblink)
- LPL Financial hires a new head of data, analytics and innovation (Weblink)
- Lufax and iResearch report on levels of intelligence in wealth management (Weblink)
- MCI introduces next-generation WealthTech platform eXtend (Weblink)
- Merkel Financial selects Kestra Financial as independent advisor platform (Weblink)
- Model FA aspires to build community for independent advisors (Weblink)
- moneyinfo launches MiFID reporting portal (Weblink)
- Nordic banks receive EC green light for joint KYC platform (Weblink)
- Orion acquires financial planning software company Advizr (Weblink)
- RealWealth integrates with Redtail CRM (Weblink)
- Schwab Intelligent Portfolios brings in US$1 billion in new assets (Weblink)
- SGX invests in Wealthtech SmartKarma backed by Sequioa (Website)
- Smart Money for Her launches as Canada’s first robo-adviser platform for women (Weblink)
- TreasurySpring introduces Fixed-Term Fund platform (Weblink)
- UBS unveils digital tool for ultra-wealthy UK clients (Weblink)
- Voya announces hybrid digital advice platform Voya Digital Adviser (Weblink)
