Welcome to the 20th 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 September 2nd to September 8th, features 35 market developments.
- AdvicePay and WealthBox announce technology integration (Weblink)
- Avaloq partners with AlgoTrader for digital asset management ecosystem (Weblink)
- Avaloq reports rise in first-half revenue (Weblink)
- Broadridge acquires Financial Database Services (Weblink)
- Canopy signs fourth IAM in Singapore (Weblink)
- Cashwerkz adds new platform with APIs (Weblink)
- Crypto monitoring firm Elliptic raises US$23 million (Weblink)
- DBS Bank to launch hybrid robo for retail investors (Weblink)
- DocuPace integrates with RIA in a Box’s MyRIACompliance solution (Weblink)
- eMoney adds new life insurance module (Weblink)
- Envestnet updates its wealth management platform (Weblink)
- Envestnet to open insurance portal to non-insurance licensed advisors (Weblink)
- FA Solutions partners with Itiviti (Weblink)
- Fenergo appoints new Chief Customer Officer (Weblink)
- Fiduciary Benchmarks launches business management dashboard (Weblink)
- Financeware appoints CEO (Weblink)
- Five Degrees and Entersekt partner (Weblink)
- GlobalData finds robo advice preferred by 4% of UK mass affluent investors (Weblink)
- HighTower selects Riskalyze for risk alignment and trading automation (Weblink)
- iCapital Network appoints four senior executives (Weblink)
- KKR joins the Artivest Open Network platform (Weblink)
- Legg Mason Investments Taiwan and Cathay United Bank partner through Cathay Robo (Weblink)
- Lufax to support traditional firms build digital infrastructure (Weblink)
- Mortgage Brain launches mortgage affordability hub for advisers (Weblink)
- OpenMoney robo to enter mortgage advice market (Weblink)
- Panoramix and RightCapital announce new integration (Weblink)
- Paytm investing to expand wealth management business (Weblink)
- Rowan Dartington goes live with Iress order management system (Weblink)
- ScratchWorks launches season 3 (Weblink)
- SmartRIA buys Greytwist Compliance Platforms (Weblink)
- Trizic rebrands, adds US$23 million in financing, launches new products (Weblink)
- Vestmark launches redesigned website (Weblink)
- WiserAdvisor buys Paladin’s lead generation platform Paladin Registry (Weblink)
- XY Planning Network sees 6 start-ups compete in annual competition (Weblink)