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 wealth management technology-related developments from across the sector internationally. This week's, covering September 9th to September 15th, features 37 market developments.
- Assante Wealth Management partners with Wealthbar to launch Assante Connect (Weblink)
- AssetMark launches Savos Personal Portfolios on its platform (Weblink)
- Avaloq launches cost fee analytics solution for front office (Weblink)
- Axxcess Wealth selects HiddenLevers (Weblink)
- Bloomberg makes B-Pipe solution available globally through Amazon Web Services (Weblink)
- Blucora unifies wealth management divisions as Avantax (Weblink)
- Brewin Dolphin launches MyBrewin client app with support of Objectway (Weblink)
- Capco names new head of wealth and asset management team in Scotland (Weblink)
- Check6 to provide all data feeds for Blanco Services (Weblink)
- Chinese firm JD Digits rolls out financial services App in Thailand (Weblink)
- DriveWealth names new Chief Information Officer (Weblink)
- EstateSpace launches as physical asset platform for wealthy (Weblink)
- FA Solutions partners with Itiviti (Weblink)
- Fiserv to integrate Appway process automation tools into billing solution (Weblink)
- GlobalX survey shows Millennials embracing robo advice (Weblink)
- Hampden & Co selects Konsetus to support roll-out of PSD2 offering (Weblink)
- Hearsay Systems appoints new head global head of product (Weblink)
- Holistiplan wins XY Planning Networks’ FinTech competition (Weblink)
- Institute for Portfolio Alternatives signs deal with Chalice Financial Network (Weblink)
- Invest.us adds six industry names to consulting offer (Weblink)
- Iress integrates with cashflow planning provider CashCalc (Website)
- Jackson National Life Insurance Company working with eMoney (Weblink)
- Morningstar launches Goal Bridge planning and proposal solution for advisors (Weblink)
- Nucoro finds 8 out of 10 wealth firms fail at technology (Weblink)
- Nutmeg to accept Apple and Google Pay (Weblink)
- Octopus completes its acquisition of platform provider Seccl (Weblink)
- Orion adds direct indexing to Eclipse platform (Weblink)
- Premier Asset Management platform launch behind schedule (Weblink)
- Private Advisor Group offers eMoney Advisor to advisors (Weblink)
- Realized real estate investment platform raises US$6 million in Series A (Weblink)
- SmartRIA announces deal to acquire ComplianceHero (Weblink)
- SS&C Technologies agrees to buy Investrack business from Globacom (Weblink)
- Unblu opens new office in Frankfurt (Weblink)
- Vo1t, BCB, Constellation Group and Zedra Group partner for digital assets offering (Weblink)
- Wealthfront reaches US$20 billion in client assets (Weblink)
- Westwood Holdings Group selects InvestCloud (Weblink)
- Zoe Financial raises a further US$3 million (Weblink)