Welcome to the third 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 May 6th to May 12th, features 23 market developments.
- CAIS achieves record growth with advisor adoption and usage (PR Newswire)
- Carson launches new client technology (PR Newswire)
- CashCalc and Origo to integrate in June (FTAdviser)
- China’s PINTEC opens international HQ in Singapore for business development (Yahoo Finance)
- Envestnet | Tamarac integration with practice management solution Practifi (PR Newswire)
- Fiduciary Trust names Rod Sayegh as Head of Digital Strategies (Yahoo Finance)
- HSBC Private Bank to revamp its platform for UHNW clients in Asia (Asian Private Banker)
- IFS adds 15 more broker-dealers to its platform (PR Newswire)
- InvestEngine to undercut high fees of rivals in the UK (The Times)
- Jemstep adds its digital advice platform to the Salesforce AppExchange (PR Newswire)
- JP Morgan launches new digital bond ladder tool (PR Newswire)
- LPL to update its account opening process (Wealthmanagement.com)
- Mada Capital selects Axia from Profile Software for new asset and fund management services (The Wealth Mosaic)
- Morningstar offers digital marketplace of models and strategies (InvestmentNews)
- Nordea opens Blockchain trading platform to more clients (Coin Telegraph)
- NS&I launches online portal for advisers (FTAdviser)
- OpenInvest adds direct indexing SMA platform for advisors (Wealthmanagement.com)
- Pershing CEO Lisa Dolly to steps down (InvestmentNews)
- Refinitiv names Joseph Mrak as global head of wealth management (Finextra)
- Salesforce makes its Einstein AI tool more useful for advisors (InvestmentNews)
- SoFi adds two new ETFs to offering (Wealthmanagement.com)
- SS&C’s Black Diamond Wealth Platform hits US$1 trillion in assets (Yahoo Finance)
- The Bancorp selects Doxim for digital securities-backed lending offer (Yahoo Finance)
- Wealth managers being replaced by apps according to EY (Enterprise Innovation)
