Welcome to the 30th 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 11th to November 17th, features 33 market developments.
- Apex Crypto adds Silver Cost Basis to platform (Weblink)
- Argentinian FinTech firm Ualá allows users to invest in low-risk investment funds (Weblink)
- Australia’s Netwealth to launch a SaaS offering (Weblink)
- Bahamas-based Holdun Family Offices launches cash to crypto platform (Weblink)
- Bridge Financial Technology and AdvisorPeak announce new data integration (Weblink)
- Cambridge announces availability of CLIC Advisor and CLIC Client (Weblink)
- Commission-free API stockbroker Alpaca integrated brokerage services in TradingView (Weblink)
- DBS Bank launches new mobile app for clients called I-Wealth (Weblink)
- Envestnet | Tamarac partners with FIX Flyer to smooth trading (Weblink)
- Eton Solutions names Chief Administration Officer (Weblink)
- FactSet and OpenFin come together on the FactSet Workstation (Weblink)
- Finantix adds two to its European sales and product team (Weblink)
- First Western Trust selects Smartleaf (Weblink)
- Focus Financial Partners working with Hidden Levers for business intelligence platform (Weblink)
- Folio Financial adds Loring Ward to third-party model manager exchange (Weblink)
- French robo Yomoni names ex-Founder and CEO of LFDE as non-executive Chairman (Weblink)
- Janney Montgomery Scott selects iCapital Network for new alternatives platform (Weblink)
- Hargreaves Lansdown selects aixigo for Future Advisory Services Software (Weblink)
- Hearsay Systems launches Hearsay Compliance Advisory Services (Weblink)
- IEQ Capital selects RedBlack Software (Weblink)
- Japan’s WealthNavi robo raises JPN4.1 billion in Series D (Weblink)
- JP Morgan invests in financial research start-up Limeglass (Weblink)
- Motif brings direct indexing to investors (Weblink)
- New Zealand’s Finzo selects JHC System’s Neon for portfolio management (Weblink)
- Nippon Wealth selects Canopy for account aggregation (Weblink)
- Quantifeed enters the Japanese market (Weblink)
- Saxo Markets and Quantifeed partner for new digital tool (Weblink)
- Standard Chartered invests in RegTech Silent Eight (Weblink)
- TradeStation introduces commission-free trading (Weblink)
- True Potential platform tops GB£10 billion in assets (Weblink)
- Waddell & Reed selects WealthBox CRM (Weblink)
- WeInvest launches investment ideas marketplace StratWealth (Weblink)
- Western International Securities selects WealthBox CRM (Weblink)
