Franklin Templeton has launched Tango, a turnkey robo-advisor designed to empower advisers to provide personalised, goals-based wealth management at scale.
Technology & software solutions
Mount Yale Capital Group, through its wholly-owned subsidiary Princeton Fund Advisors has launched AI (Alpha Intelligent) Strategies delivered in SMA and UMA formats.
Ardan International implements Financial Risk Solutions (FRS) tech to grow wealth management business
Ardan International, an Isle of Man-headquartered wealth management provider, has adopted Financial Risk Solutions (FRS) technology for its newly launched tier-one wealth management platform.
AssetMark is to offer CIBC Private Wealth investment management services and wealth planning expertise on the AssetMark platform to support financial advisors in serving the complex needs of high-net-worth and ultra-high-net worth clients.
Wealth manager Quilter has approved five additional digital signature software providers for use by UK financial advisers.
Objectway, a specialist in the Digital Wealth & Asset Management software, has successfully implemented its client management system at the UK wealth manager Brewin Dolphin.
Amicus.io, a fintech company behind the philanthropic platform for DAF 2.0, has raised USD8.7 million in series B funding from mission-driven investors in philanthropic and banking sectors hailing from the US and Canada.
Avaloq has launched Avaloq Insight a real-time data science cloud platform providing wealth managers and financial advisers with advanced levels of analytics. The new platform is designed to drive customer satisfaction and increase sales effectiveness based on big data technology.
WealthArc, a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, is launching a new module on its SaaS platform – trading via the FIX protocol – becoming one of the first companies to introduce trading automation to a wealthtech solution in the process.
RiskPro and Envestnet have announced an integration which will enable investment advisors to build and manage client portfolios with less regulatory risk.