research & insights from The Wealth Mosaic

The Wealth & Tech Weekly #16

Covering the week from August 5th to August 11th

Share this resource

The global marketplace for wealth managers

View Solution Provider Profile

Connect with The Wealth Mosaic

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)