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)
