Welcome to the 35th 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 covers December 16th to December 22nd and features 30 market developments.
- Advicent launches Naviplan 19.3 with healthcare data set (Weblink)
- Balkerne Asset Management sign up to take an additional module with IMVS (Weblink)
- BlackRock in talks to cancel option to buy iCapital Network (Weblink)
- Castle Hill launches free due diligence tool for advisors (Weblink)
- Connor Broadley adopts the SEI Wealth Platform (Weblink)
- Crealogix names new CEO (Weblink)
- Crealogix UK promotes for senior sales role (Weblink)
- Fenergo posts 21% growth in 2019 (Weblink)
- FINRA fines Robinhood for best execution violations (Weblink)
- Hearsay launches first SMS compliance automation solution (Weblink)
- HSBC launches new products and technology tools in Singapore (Weblink)
- iA Wealth launches hybrid platform iA Wealth Assist (Weblink)
- Intellect Design Arena launches RM Office 2020 in the Middle East (Weblink)
- LifeYield partners with Orion Advisor Tech (Weblink)
- Netwealth’s pre-tax losses rose to GB£5 million for year to March 2019 (Weblink)
- Nutmeg CEO stepping down (Weblink)
- OpenFin raises Series C investment with HSBC committing US$5 million (Weblink)
- Pascal Financial adds behavioural finance experts as strategic advisors (Weblink)
- Santander launches new global private banking platform called All Access (Weblink)
- Santander UK combines digital investment options with face-to-face meetings (Weblink)
- Schwab to roll-out new retirement feature to Schwab Intelligent Portfolios (Weblink)
- Scalable Capital passes EU€2 billion in client assets (Weblink)
- Temenos launches new wealth management Apps for retail (Weblink)
- The Lang Cat names the UK’s best adviser platforms (Weblink)
- ti&m and aixigo agree on strategic partnership (Weblink)
- Totum Risk integrates life scoring technology with Orion (Weblink)
- Transact platform CEO to step down (Weblink)
- Wealth Wizards seeking to raise GB£30 million for robo (Weblink)
- YieldStreet acquires WealthFlex (Weblink)