Welcome to the sixth 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 27th to June 2nd, features 14 market developments.
- CIMB Bank partners with CapBridge to offer a capital raising and private company trading platform (Weblink)
- Data aggregator Plaid opens office in the UK (Weblink)
- Dynasty Financial Partners launched Dynasty Connect to support advisors in private M&A transactions (Weblink)
- Equisoft partnered with Humania Assurance to develop a turnkey, targeted email marketing platform for financial advisors (Weblink)
- EValue and 4xxi offer one year’s worth of rewards to FinTech start-up competition winner (Weblink)
- Fenergo brings to market a new range of CLM tools (Weblink)
- Goldman Sachs admits to building new digital wealth management tool (Weblink)
- HiddenLevers and Orion Advisor Services deepen partnership (Weblink)
- IRESS launches Xplan Prime in the UK to support objective-based and scalable advice (Weblink)
- LPL cuts ETF fees on two key advisor platforms (Weblink)
- Objectway and its eXimius solution ranked first in IBS Global Sales League Table 2019 in the Private Banking Systems category (Weblink)
- Openwork research highlights 7% fall in UK adviser numbers (Weblink)
- PCS’ recordkeeping system now integrates with Fi360’s toolkit (Weblink)
- Questrade partners with self-directed client portfolio management software firm Passiv (Weblink)