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The Wealth & Tech Weekly #10

Covering the week from June 24th to June 30th

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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
| 03/07/2019 16:40:44

Welcome to the tenth 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 24th to June 30th, features 22 market developments.

  • Allfunds and Credit Suisse InvestLab to combine (Weblink)
  • Apex Clearing and subsidiary Apex Crypto launch trading platform (Weblink)
  • AssetMark files for IPO to raise up to US$100 million (Weblink)
  • Boston Consulting Group report highlights cybersecurity challenge to wealth managers (Weblink)
  • CircleBlack and RightCapital announce integration (Weblink)
  • Collaborative fund information platform Ffyn is now live (Weblink)
  • Cybersecurity firm Entreda creates industry advisory board (Weblink)
  • Fiserv integrates retirement income and insurance planning tools (Weblink)
  • Harness Wealth goes live (Weblink)
  • Hubwise recruits former FNZ COO as Managing Director (Weblink)
  • ICAP launches digital asset marketplace focused first on crypto derivatives (Weblink)
  • Julius Baer selects ALPIMA to support its investment management unit (Weblink)
  • LGT Vestra selects Crealogix for new app and client portal (Weblink)
  • Merrill Lynch adopts Envestnet Tamarac technology for reporting (Weblink)
  • MPCX Platform launches as new digital wealth management platform (Weblink)
  • MX raises US$100 million in Series B financing (Weblink)
  • Oranj unifies TradeWarrior platform into the Oranj platform (Weblink)
  • Plaid opens doors to investment and wealth managers (Weblink)
  • Scivantage expands WealthSqope digital developer toolkit to mobile app (Weblink)
  • SEI and FinoComp partner for costs and charges reporting service (Weblink)
  • Silverlake Group subsidiary and Japanese firm Money Design launch MYTHEO (Weblink)
  • Wealth Wizards hires ex-Accenture consultant as chairman (Weblink)