Welcome to the 22nd 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 16th to September 22nd, features 29 market developments.
- AdvicePay and Wealthbox CRM from Starburst Labs integrate (Weblink)
- Ally Invest offers new Freemium managed and self-directed products (Weblink)
- Apex Clearing recruits new Chief Technology Officer and Chief Product Officer (Weblink)
- Arab Bank (Switzerland) launches suite of digital asset services (Weblink)
- Artivest names new Head of Product & Distribution Strategy (Weblink)
- Avaloq adds Cost & Fees Analytics solution (Weblink)
- Central JD FinTech launches Dolfin app in Thailand (Weblink)
- Crealogix posts record revenues (Weblink)
- Deutsche Bank buys a 5% stake in Deposit Solutions (Weblink)
- Fenergo research shows wealth management firms haemorrhage clients due to lack of digital advancement (Weblink)
- Finantix appoints business development director in Switzerland (Weblink)
- Industry Fund Services partners with Advice RegTech for compliance technology (Weblink)
- Intelliflo founder returns to CEO role (Weblink)
- Kalos Financial launches Kalos Advantage platform for RIAs (Weblink)
- Mercer appoints Wealth Management Proposition Leader (Weblink)
- Netwealth raises a further GB£10 million (Weblink)
- Ohpen and Virtual Affairs launch European white labelled out-of-the-box wealth manager (Weblink)
- Palantir Technologies targeting a US$26 billion valuation in private fundraising round (Weblink)
- RBC opens InvestEase robo service to lower value clients (Weblink)
- Rockbridge Investment Management selects Envestnet Tamarac (Weblink)
- St James’s Place migrates onto customer accounts onto SS&C Bluedoor (Weblink)
- Scalable Capital partners with Raisin for new service (Weblink)
- Skipton Building Society works with Focus Solutions Group for advisors and staff (Weblink)
- So-Fi buys naming rights to new LA stadium (Weblink)
- SS&C releases Salentica Engage for Financial Advisors on Microsoft AppSource (Weblink)
- SS&C’s Black Diamond Wealth Platform expands integration with HiddenLevers (Weblink)
- Timeline announces integration with platform Nucleus (Weblink)
- Trulioo raises CA£60 million in Series C round (Weblink)
- Vanguard in early stages of pilot for Vanguard Digital Advisor (Weblink)
