Welcome to the 19th 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 26th to September 1st, features 23 market developments.
- 280CapMarkets BondNav tool doubles user base (Weblink)
- Advisor Blockchain and Cryptoassets Council changes name (Weblink)
- Alto raises US$5.4 million for alternative asset retirement platform (Weblink)
- Axxcess Platform introduces allocation tool with the support of HiddenLevers (Weblink)
- BrightPlan launches BrightPlan Coach for employee financial wellness (Weblink)
- CashCalc withdraws pensions transfer comparison tool (Weblink)
- China’s Futu Securities launches online fund platform called Money Plus (Weblink)
- Covr Financial Technology and Envestnet MoneyGuide expand partnership (Weblink)
- Digital asset platform SEBA approved for banking and securities licence in Switzerland (Weblink)
- Empaxis works with InvestCloud to launch TAMP1 (Weblink)
- Equisoft rebrands products under one, unified global architecture (Weblink)
- Fiserv looking for buyer for Unified Wealth Platform (Weblink)
- Invent.us creates consulting group (Weblink)
- Malaysia’s Employees Provident Fund launches i-Invest for members to invest in unit trusts (Weblink)
- Momentum Pensions partners with Conexim for international SIPP (Weblink)
- Morgan Stanley’s latest Investor Pulse highlights HNWs embracing mobile technology (Weblink)
- Prestwood Software and Intelliflo introduce data App for financial planners (Weblink)
- Raisin acquires retirement savings marketplace Fairr (Weblink)
- St James’s Place introduces cash management platform in partnership with Flagstone (Weblink)
- Temenos acquires US-based digital banking experience provider Kony (Weblink)
- The Monetary Authority of Singapore to accept first digital banking applications (Weblink)
- Ultralat Capital Markets selects Clearwater Analytics (Weblink)
- XY Planning Network announces finalists for 4th Fintech competition (Weblink)
