BondIT Global, a provider of fixed income technology, has been selected to take part in BNY Mellon’s Accelerator Program. 

By Sean Page, Partner at Locke Lord – Technology was already an essential tool for the UK’s financial advisory community, but the pandemic has forced advisers to further embrace such innovation as a central way to interact with clients. This in turn has meant firms’ compliance functions have had to get up to speed quickly in order to support the front office. 

Refinitiv has launched House Views and Market Insights (HVMI), its next generation intelligent content management capability for wealth management firms. HVMI enables the efficient distribution of investment recommendations and research by connecting product and content manufacturers teams with wealth advisors.  

SEI (NASDAQ:SEIC) has extended its contract with UK wealth manager Brewin Dolphin for a further three years. The new agreement will extend the current strategic partnership between the two firms until November 2023.  

Smarsh has launched three applications on the Zoom App Marketplace.

TISA Universal Reporting Network (TURN), an industry blockchain solution for the collection and dissemination of fund related data, has launched TURN Solution Partners, a panel made up of ACOLIN, DFIN, FundConnect and Kneip.

Technology is transforming the client experience within wealth management. David Simpson (pictured), Head of EMEA at GBST, examines how firms in the sector are working to modernise legacy systems to manage 21st century digital requirements, while controlling spending and reducing risk for the industry and its participants.

Sigmastocks and FPJ Financial Services (FPJ) have launched a new robo advisory service where the customers' capital is invested directly in shares instead of funds. Sigmastocks has built the customer onboarding together with the customer portal and integrated it with Bricknode Broker using the API.

Skience has launched its Adviser Transitions Solution, a new tool that streamlines, digitises and simplifies the process by which advisers changing wealth management firms can transfer client assets to a new platform.

UK buy-to-let lender Landbay has today launched an buy-to-let calculator that is unique to each specific Landbay product and client. This means intermediaries can advise their clients on the costs of taking out a Landbay buy-to-let mortgage with a greater deal of accuracy.