Welcome to the 38th edition of our Wealth & Tech Weekly newsletter
This week's Wealth & Tech Weekly newsletter covers the week from January 20th to January 26th, 2020 and features 36 market developments.
- Act Analytics launches new ESG analytics platform for RIAs (Weblink)
- AdvisorPeak and Totum Risk announce new integration and partnership (Weblink)
- Aixigo provides core software for Vontobel’s Volt offering (Weblink)
- AJ Bell’s platform AUA up 27% in 2019 (Weblink)
- AllocateRite launches App on IoS and Android (Weblink)
- Altaira Wealth Management selects Dolfin platform for custody and execution (Weblink)
- Appway adds its CLM for Wealth App to the Salesforce AppExchange (Weblink)
- Avaloq connects with atpoint (Weblink)
- Broadridge agrees deal to acquire FundsLibrary (Weblink)
- CashCalc adds tax notification tool (Weblink)
- Covr Financial Technologies names new head of sales (Weblink)
- eMoney starts 2020 with leadership and strategy changes (Weblink)
- Envestnet and Invesco introduce model portfolios to platform (Weblink)
- ETFS Capital invests GB£4.5 million in WealthKernel (Weblink)
- FeedStock raises US$2.5 million in Series A funding (Weblink)
- French firm Anaxago enters wealth management to become a digital private bank (Weblink)
- GeoWealth surpasses US$8 billion on advisor platform and US$2 billion in AUM (Weblink)
- H Beck Inc hires new COO (Weblink)
- iFlip launches stock trading App (Weblink)
- Julius Baer launches digital assets services (Weblink)
- KBC launches a bot-based investment account (Weblink)
- Kristal.AI raises US$6 million in Series A funding (Weblink)
- LLB (Österreich) completes migration to the LLB Group core banking system (Weblink)
- Michelmores research shows Millennials ‘more inclined’ to use robos (Weblink)
- MSCI partners with Burgiss and invests US$190 million for minority stake (Weblink)
- Nest Wealth and Hub Financial partner to offer digital solutions to independent advisors (Weblink)
- Nucoro to offer its services in Ireland (Weblink)
- Purpose Advisor Solutions buying Wealthsimple for Advisors (Weblink)
- SEI Ventures makes strategic investment into ForwardLane (Weblink)
- State Street partners with iCapital Network (Weblink)
- UBS to sell majority stake in Fondcenter to Clearstream (Weblink)
- UBS Americas to invest US$1 billion in technology (Weblink)
- UK robo Moola turned over just GB£900 in its final year of operations (Weblink)
- Unbiased raises GB£5.6 million in Series A funding (Weblink)
- Wealth Access integrates with Genivity Halo (Weblink)
- Wealthbox CRM to integrate with Schwab (Weblink)