Welcome to the 25th 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 October 7th to October 13th, features 26 market developments.
- Addepar hires new Chief Product Officer (Weblink)
- Axos Financial rebrands WiseBanyan as Axos Invest (Weblink)
- BNY Mellon Pershing to add Money in Motion reporting and analytics tool to NetX360 (Weblink)
- Broadridge to acquire Fi360 (Weblink)
- Citi partners with Cachematrix for enhanced money market funds investment portal (Weblink)
- Citywire survey shows RIAs spending more on technology (Weblink)
- Contineo hires new CTO (Weblink)
- Finantix recruits for Swiss business development director (Weblink)
- FinMason reaches 10 million portfolios analysed (Weblink)
- Hearsay Systems joins Guidewire PartnerConnect program (Weblink)
- HiddenLevers surpasses US$500 billion in assets on its platform (Weblink)
- Hub24’s inflows double to over AU$1.2 billion for the quarter (Weblink)
- IOOF partners with Moneysoft to launch online goal-based budgeting app (Weblink)
- JourneyGuide completes integration of annuity platform into financial planning software (Weblink)
- LPL Financial selects RetireUp for vendor affinity program (Weblink)
- NexJ Systems brings to market next generation of NexJ CRM for Wealth Management (Weblink)
- Nucoro says UK retail investors switching wealth managers due to poor digital experience (Weblink)
- Nutmeg’s losses rise in first six months of 2019, plans to go B2B (Weblink)
- OpenInvest provides Bank of the West with personalised ESG investment portfolios (Weblink)
- Oranj adds Franklin Templeton and Teton Advisors to Model Marketplace (Weblink)
- Rosecut Technologies receives investment from QVentures (Weblink)
- SkyView Partners launches advisor M&A matchmaking platform (Weblink)
- Standard Life’s Investment Hub platform reaches GB£10 billion in assets (Weblink)
- StockTwits launches TradeApp (Weblink)
- UK Investment Association opening hub in Birmingham with 10 free spaces to FinTechs (Weblink)
- Wealthbase to eliminate trading costs for stocks and ETFs (Weblink)