Welcome to the 40th edition of our Wealth & Tech Weekly newsletter
This week's Wealth & Tech Weekly newsletter covers the week from February 3rd to February 9th, 2020 and features 25 market developments.
- AgentRisk launches wealth management platform for RIAs (Weblink)
- Atria Wealth Solutions adds business texting to its Unio platform (Weblink)
- Berenberg launches digital wealth portal with support of Backbase (Weblink)
- ChartIQ launches post-trade data visualisation tool (Weblink)
- ClearMacro announces completion of investment from BCI Investment (Weblink)
- Encompass receives GB£2 million from Scottish Enterprise for AI project (Weblink)
- FCA sends warning on replatforming issues (Weblink)
- Fi360 adds Reg BI training module (Weblink)
- Grab acquires Bento (Weblink)
- Kasisto raises a further US$22 million (Weblink)
- KlarityRisk and FactSet form channel partnership (Weblink)
- Kristal.AI hires Swapnil Mishra (Weblink)
- LangCat launches platform comparison tool (Weblink)
- LearnBonds.com expects assets on digital platforms to reach US$1.4 trillion globally in 2020 (Weblink)
- Moneyfarm reaches EUR1 billion in assets on its platform (Weblink)
- MSCI launches climate risk assessment tool (Weblink)
- Oranj adds new low-cost investment options to platform (Weblink)
- Overstock’s blockchain arm tZERO to launch broker-dealer service in first half of 2020 (Weblink)
- Orion Advisor Tech adds three new enterprise clients; completes technology upgrades (Weblink)
- Patrizia buys real estate crowdfunding platform BrickVest (Weblink)
- Profile Software assigns Chief Business Officer for MEA, APAC, UK, Ireland and Americas (Weblink)
- Syfe launches REIT+ portfolio for Singapore investors (Weblink)
- Wealth Access integrates DocuSign (Weblink)
- Wealth Dynamix becomes Microsoft ISV Connect Partner (Weblink)
- Zoe Financial adds Marie Chandoha to Advisory Committee (Weblink)
