Welcome to the April 2018 edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone.

Where a firm is highlighted in pink, click on the hyperlink to view their business profile page on our platform.

Split into different categories, the summary covers:

Technology developments by solution providers - with news on/from Advizr, Alight Solutions, Chalice Wealth Partners, Envestnet, FactSet, LPL, Paychex, Scivantage and United Capital.

• Technology developments by wealth managers - with news on/from Coutts, Exo Investing, Altoo, Wealthsimple and Paytm.

• Partnerships & integrations - with news on/from DBA Advisory and FinPal, FactSet and Quantopian, Shareholders Service Group and Riskalyze and TAVIQ and New Wealth.

• Solution adoption & success - with news on/from Addepar, Clover and Collins House, Gěneos and cleverDome, Intesa Sanpaolo Private Banking Suisse and Avaloq, InvestEdge, LGT Bank and Appway, LGT Vestra and JHC Systems, Thomson Reuters, LJPR and Envestnet Tamarac, Nest Wealth and SP Wealth, Sequoia Financial Group and Salesforce, FCI Advisors and InvestCloud and True Potential.

• Market research - with news on/from Accenture, Cerulli Associates and Tabb Group and Squirro.

• M&A deals - with news on/from ACA Compliance and Cordium, Equisoft buys Kronos and Northstar and FTJ FundChoice.

• Fundraisings & listings - with news on/from 8 Securities, Agreement Express, Chalice Wealth Partners, DriveWealth, SimplyBiz.

• Regulation & compliance - with news on/from ASIC and ANZ, the FCA, MAS and the SEC. 

•  People hires & moves  - with news on/from Avaloq and Bankorus.

• Other technology-related news - with news on/from XY Planning Network, Chubb and Wells Fargo.

• Other general news - with news on/from Asian private banks and Open Banking and Bravura Solutions.

  (Please click on the image below this section to access and download the full summary).