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The Wealth & Tech Weekly #25

Covering the week from October 7th to October 13th

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Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them...

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by The Wealth Mosaic
| 17/10/2019 06:00:00

Welcome to the 25th 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 October 7th to October 13th, features 26 market developments.

  • Addepar hires new Chief Product Officer (Weblink)
  • Axos Financial rebrands WiseBanyan as Axos Invest (Weblink)
  • BNY Mellon Pershing to add Money in Motion reporting and analytics tool to NetX360 (Weblink)
  • Broadridge to acquire Fi360 (Weblink)
  • Citi partners with Cachematrix for enhanced money market funds investment portal (Weblink)
  • Citywire survey shows RIAs spending more on technology (Weblink)
  • Contineo hires new CTO (Weblink)
  • Finantix recruits for Swiss business development director (Weblink)
  • FinMason reaches 10 million portfolios analysed (Weblink)
  • Hearsay Systems joins Guidewire PartnerConnect program (Weblink)
  • HiddenLevers surpasses US$500 billion in assets on its platform (Weblink)
  • Hub24’s inflows double to over AU$1.2 billion for the quarter (Weblink)
  • IOOF partners with Moneysoft to launch online goal-based budgeting app (Weblink)
  • JourneyGuide completes integration of annuity platform into financial planning software (Weblink)
  • LPL Financial selects RetireUp for vendor affinity program (Weblink)
  • NexJ Systems brings to market next generation of NexJ CRM for Wealth Management (Weblink)
  • Nucoro says UK retail investors switching wealth managers due to poor digital experience (Weblink)
  • Nutmeg’s losses rise in first six months of 2019, plans to go B2B (Weblink)
  • OpenInvest provides Bank of the West with personalised ESG investment portfolios (Weblink)
  • Oranj adds Franklin Templeton and Teton Advisors to Model Marketplace (Weblink)
  • Rosecut Technologies receives investment from QVentures (Weblink)
  • SkyView Partners launches advisor M&A matchmaking platform (Weblink)
  • Standard Life’s Investment Hub platform reaches GB£10 billion in assets (Weblink)
  • StockTwits launches TradeApp (Weblink)
  • UK Investment Association opening hub in Birmingham with 10 free spaces to FinTechs (Weblink)
  • Wealthbase to eliminate trading costs for stocks and ETFs (Weblink)