Welcome to the 29th 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 November 4th to November 10th, features 24 market developments.
- Avaloq reported to be preparing for sale (Weblink)
- BodesWell joins the accelerator program of FinMason (Weblink)
- Bridge Financial Technology integrates with Wealthbox CRM (Weblink)
- CAIS launches AI platform called CAIS IQ (Weblink)
- Covr Financial Technologies integrates with RetireOne (Weblink)
- Crypto accounting platform Accointing launches new app (Weblink)
- DBS launches first fully virtual account opening process for wealth clients (Weblink)
- Envestnet adds 5 tools to MoneyGuide’s MyBlocks to help measure client wellbeing (Weblink)
- Envestnet | Tamarac offering PortfolioCenter Hosted for RIAs (Weblink)
- eToro buys crypto tracking platform Delta (Weblink)
- Goldman Sachs reported to have a robo ready to go (Weblink)
- Infinex Financial Group partners with Jemstep (Weblink)
- Mercer launches digital financial wellness platform Mercer Money (Weblink)
- Morningstar’s Australia business to buy AdviserLogic (Weblink)
- Nasdaq using AI to survey US stock market for malicious activity (Weblink)
- Open Banking Europe publishes bank API directory (Weblink)
- Schwab and YCharts improve integration with single sign-on (Website)
- Schwab to make more banking products available to advisors (Weblink)
- Singapore start-up DEXTF raises US$460,000 (Weblink)
- SS&C Technologies’ Black Diamond integrates with StratiFi (Weblink)
- UK’s FCA to expand sandbox program in investments and pensions (Weblink)
- UK robo OpenMoney buys employee benefits platform to enter workplace wealth (Weblink)
- United Capital adds Marketplace to FinLife CX tool (Weblink)
- Wicter Family Office selects FA Solutions (Weblink)
