Wealth technology provider Finantix, in collaboration with WealthBriefing, has published part two of its ongoing research series into the future of wealth management, entitled ‘Defining - and Delivering - Personalised Client Engagement’.

Entreda, a developer of integrated cybersecurity software and solutions for the wealth management industry, is making its Endpoint Monitoring and Remediation suite of solutions available to all financial advisers and wealth management firms that are already using the company’s services, free of charge for the one month.

Taras Rybak (pictured), Co-founder of Wealthinity and Head of Investment Solutions of Fusion Asset Management believes that digitalising the wealth management sector will come through evolution, not revolution.

Truelytics, a B-to-B Enterprise SaaS company serving the wealth management industry, is inviting its independent broker-dealers, RIAs, and individual financial advisors to access the firm's emergency continuity solution, TrueContinuity, free of charge to existing enterprise clients, and a greatly reduced rate to new clients, for the remainder of 2020 in response to the growing fears of the potential impact of the COVID-19 (coronavirus) outbreak.

Independent wealth management group James Hambro & Partners (JH&P) has selected global FinTech firm InvestCloud to support a digital transformation of the way it communicates to clients.  

E*TRADE Financial Corporation has launched a series of new tools with low barriers to entry that help customers diversify their portfolio.

InvestCloud has laucnched InvestCloud White, a digital platform for wealth management and turnkey asset management programs (TAMPs).

Wealth management fintech firm JHC Systems (JHC), has appointed Alan Cole as Head of Cloud and Operations to deliver its Software-as-a-Service (SaaS) solution for wealth managers.

Refinitiv has acquired Scivantage, a Software as a Service (SaaS) specialist in the wealth management fintech market.

Flagstone, a smart cash deposit platform that offers a ‘many banks, multiple accounts service’ has partnered with Principality, meaning Flagstone customers can now open 800-plus accounts with 43 individual banks and building societies.