Welcome to the 34th 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 covers December 9th to December 15th and features 22 market developments.
- 40% of financial advisors feel Apps will transform wealth management (Weblink)
- Accenture suggests North American banks could save US$70 billion with new tech by 2025 (Weblink)
- Ameriprise Financial works with Salesforce’s Financial Services Cloud for new CRM (Weblink)
- BBR Partners selects d1g1t as its enterprise wealth management platform (Weblink)
- BlackRock partners with 55ip for model portfolio offering (Weblink)
- BNY Mellon Pershing launches fee-based annuities with its managed accounts platform (Weblink)
- Buckingham Wealth Partners selects Envestnet | MoneyGuide for MoneyGuide Elite (Weblink)
- Capital Generation Partners selects Satuit for new CRM platform (Weblink)
- DBS extends its relationship with Avaloq (Weblink)
- Encompass partners with Pegasystems for KYC (Weblink)
- Erste Bank offers clients Austria Invest Manager powered by TrueWealth (Weblink)
- Goldman Sachs to offer digital wealth management from $5,000 from 2020 with robo offering (Weblink)
- Invesco announces deal to acquire RedBlack Software (Weblink)
- InvestCloud launches PersonaTech app (Weblink)
- Killik & Co selects Crealogix Invest (Weblink)
- MyState launches new digital platform for managed fund investors (Weblink)
- Nucoro completes first project with Swiss insurance broker (Weblink)
- Nutmeg uses FactSet tool to give clients risk analysis (Weblink)
- Robinhood adding cash management feature (Weblink)
- Robinhood adds fractional trading (Weblink)
- Saturn Advice selects NZX Wealth Technologies (Weblink)
- Vanguard and Ant Financial partner for wealth management service in China (Weblink)
