Welcome to the seventh 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 June 3rd to June 9th, features over 40 market developments.
- Advisor Group launches new financial planning platform called eQuipt (Weblink)
- Alpha FMC acquired smaller consulting firm Axxsys (Weblink)
- Archer selects BITA Risk by corfinancial (Weblink)
- Artivest names new Head of Platform (Weblink)
- Bank of America adds human advisors to Merrill Guided Investing offering (Weblink)
- Blucora named Enrique Vasquez as President of Wealth Management (Weblink)
- CAIS Group adds three to its CAIS Advisory Council (Weblink)
- Cashwerkz introduces new platform in collaboration with Praemium (Weblink)
- CBXmarket launches fixed income platform for advisors (Weblink)
- ChartIQ recruits chief revenue officer (Weblink)
- CityFalcon to launch premium subscription for financial news content (Weblink)
- Credit Suisse works with Privé Financial to offer new tool to EAMs in Asia (Weblink)
- Docupace partners with WalkMe to enhance adoption (Weblink)
- Doxim buys customer communication management business MessagingDirect (Weblink)
- Dynamic Planner upgrades platform and looks to Europe for expansion (Weblink)
- Envestnet completes its largest platform release (Weblink)
- FA Match launches FA Match Recruiter service (Weblink)
- Facet Wealth names Paul Marino as new head of advisor partnerships (Weblink)
- Fidelity planning new managed accounts platform (Weblink)
- Fidelity Institutional launches new technology platform FMAX (Weblink)
- FinMason and Silver Wealth Technologies announce partnership (Weblink)
- Habib Bank to outsource IT wealth management platform and back-office processes to Swisscom (Weblink)
- Hargreaves Lansdown adds board member with tech expertise (Weblink)
- Hong Kong-based private bank chooses NavOne from Touchstone (Weblink)
- Innovest partners with Coalfire and Amazon Web Services (Weblink)
- InvestCloud names Mark Trousdale as Chief Growth Officer (Weblink)
- Liquidnet buys trade and investment analytics firm Prattle (Weblink)
- New data consolidation firm FRED Management launches in Switzerland (Weblink)
- Nummo releases its second robo advisor ranking report (Weblink)
- Public Pension Capital invests in Private Client Resources (Weblink)
- PlanPlus Global launched SuitabilityPro risk assessment software (Weblink)
- Powerwrap debuts on Australia’s ASX market (Weblink)
- Praemium uses AI to give new client engagement knowledge and insights to advisers (Weblink)
- Quilter launches new tool called Adviser Delta to map the value of advice (Weblink)
- Refinitiv expands digital KYC tools to wealth management (Weblink)
- Responsive.ai’s client base reaches CA$10 billion in AUM (Weblink)
- Riskalyze hires Duncan Powell as new CFO (Weblink)
- Simcorp buys data management firm AIM Software (Weblink)
- Vontobel launches digital active wealth app Volt, partnering with Raffeisen (Weblink)
- Russell Ulyatt Group selects Intelliflo (Weblink)
- TD Ameritrade building open source programming library called STUMPY (Weblink)
