Welcome to the 28th 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 28th to November 3rd, features 31 market developments.
- AdvicePay integrates with Schwab Advisor Services (Weblink)
- Agreement Express integrates into the Schwab OpenView Gateway (Weblink)
- AllocateRite launches new investment App (Weblink)
- Bravura Solutions buys FinoComp (Weblink)
- Chalice Financial Network and Succession Link available to members through single sign-in (Weblink)
- Charles Stanley working with Red Deer for MiFID research compliance (Weblink)
- CI Financial forms a strategic partnership with d1g1t (Weblink)
- Confluence buys StatPro for £161.1 million (Weblink)
- Contemi partners with NorthRow to support client onboarding (Weblink)
- Embark to buy adviser platform of Alliance Trust Savings from Interactive Investor (Weblink)
- eMoney Advisor adds single sign-on with TD Ameritrade’s Veo One platform (Weblink)
- Envestnet Yodlee creates new intelligent APIs (Weblink)
- Equisoft appoints head of the Caribbean region (Weblink)
- FactSet launches Digital Portals for retail banking and wealth management (Weblink)
- GeoWealth adds VanEck to its TAMP (Weblink)
- Holistiplan to offer new pricing structure (Weblink)
- IG Wealth Management launches financial wellbeing tool (Weblink)
- Indian start-up Wisdom raises $11 million led by PayU (Weblink)
- Lugano-based independent asset manager Amgest selects WealthArc (Weblink)
- Moody’s acquires stake in Chinese ESG data and analytics firm SynTao Green Finance (Weblink)
- Nucleus adds HR tool to platform (Weblink)
- Panoramix integrates with Schwab Advisor Services (Weblink)
- Principal Financial Group launches digital advice program Principal SimpleInvest (Weblink)
- Seedrs and WiseAlpha integrate financial content from CityFALCON (Weblink)
- Seismic names new CMO (Weblink)
- Singapore-based Endowus launches as first digital advisor for investment with CPF savings (Weblink)
- Snappy Kraken adds to its board (Weblink)
- Standard Life wrap platform adds new functions for DFMs (Weblink)
- Timeline partners with Morningstar ByAllAcounts (Weblink)
- Wahed Invest launches in Malaysia (Weblink)
- Singapore-based Endowus launches as first digital advisor for investment with CPF savings (Weblink)
- WBI launches a new digital wealth management TAMP called Cy (Weblink)
