research & insights from The Wealth Mosaic

The Wealth & Tech Weekly #16

Covering the week from August 5th to August 11th

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by The Wealth Mosaic
| 14/08/2019 06:00:00

Welcome to the 16th 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 August 5th to August 11th, features 23 market developments.

  • AdvicePay enhances eSignature functionality for advisors (Weblink)
  • Aegon to add new ‘bucket’ model portfolio feature for advisers on platform (Weblink)
  • AGF Management selects HiddenLevers for stress testing, risk analytics and investment proposal support (Weblink)
  • Assante Wealth Management chooses Box for cloud content management (Weblink)
  • Broadridge paid a combined US$406 million for 3 M&A buys in 2019 (Weblink)
  • BrokerSense launches a buy-to-let mortgage calculator for advisers (Weblink)
  • CFRA Research to acquire ETF analytics provider First Bridge Data (Weblink)
  • Crypto wealth management platform BlockFi raises US$18.3 million Series A funding (Weblink)
  • Digital wealth management business Benchmark Capital names new CIO (Weblink)
  • DriveWealth provides back-end technology for Revolut’s stock trading service (Weblink)
  • HSBC Bank Malta launches new digital investment tools (Weblink)
  • INDATA announces latest release of iPM Portal (Weblink)
  • Indian-based digital wealth platform ScripBox acquires peer Upwardly (Weblink)
  • Indian technology firms Datacomp and Finaureus Technologies partner for new digital wealth platform (Weblink)
  • Intelliflo buys cashflow modelling provider I4C Technology (Weblink)
  • Lloyds to add robo advice offering to mass market in 2020 (Weblink)
  • Morgan Stanley launches sustainable investment platform called Impact Quotient (Weblink)
  • MyRepChat texting App now features rules-based disclosures (Weblink)
  • New commission-free brokerage dough receives US$20 million funding (Weblink)
  • Paradigm Consulting and Adviser Portals research shows 14% of UK IFAs don’t not have a website (Weblink)
  • Redtail Technology completes integration with Orion Advisor Services (Weblink)
  • Robinhood opens in the UK with London office (Weblink)
  • Zurich’s UK platform reports drop in quarterly net flows from year before (Weblink)