Welcome to the 37th edition of our Wealth & Tech Weekly newsletter
This week's Wealth & Tech Weekly newsletter covers the week from January 13th to January 19th, 2020 and features 28 market developments.
- 55ip announces integration with Schwab Advisor Services (Weblink)
- Agora Dealer Services launches Private Client Platform (Weblink)
- Apex Clearing now fully integrated with digital wealth technology firm Bambu (Weblink)
- Banco Sabadell signs ten-year deal with IBM to provide hybrid cloud strategy (Weblink)
- Charles River’s Investment Management Solution integrates with ChartIQ (Weblink)
- Datafaction selects Private Client Resources to support data management solutions (Weblink)
- Deloitte research report finds investment into InvestTech dropped sharply in 2019 (Weblink)
- EdgeLab becomes first white label partner for Avaloq Wealth Platform (Weblink)
- Fidelity expands crypto division into Europe with Bitcoin custody services (Weblink)
- Fidelity to take Fidelity Wealth Expert digital wealth offering global (Weblink)
- Finantix adds to teams in Asia and UK (Weblink)
- FinMason appoints new Head of Fixed Income (Weblink)
- First Republic Bank moves to FIS Core Banking Platform (Weblink)
- GAM partners with SimCorp to consolidate operating platform (Weblink)
- GBST adds portfolio pathway functionality (Weblink)
- Hubwise signs deal with Frenkel Topping and targets GB£20 billion in AUA (Weblink)
- IFS partners with SIGNiX to streamline digital signature process (Weblink)
- Independent Financial Partners signs up with Galileo Money+ Banking (Weblink)
- InvestorCOM launches ShelfMonitor for Dealers (Weblink)
- LPA Group acquires AAAccell (Weblink)
- Moola to shut down (Weblink)
- Netwealth ranked top in Investment Trend’s first Digital Wealth Report (Weblink)
- Orion Advisor Solutions reaches US$1 trillion in assets under administration (Weblink)
- Schwab’s zero-fee plan sees assets rise to US$4 trillion (Weblink)
- Secfi secures US$550 million financing facility from Serengeti Asset Management (Weblink)
- TipRanks brings to analysis tools to Canadian self-directed investors (Weblink)
- Truelytics selects SkyView Partners as lending partner (Weblink)
- Visa to acquire Plaid for US$5.3 billion (Weblink)
