A major new report from NextWealth into white label platforms reveals that almost half of adviser firms with GBP250 million AUM plan to launch their own white-label platform in the next three years, while 8 per cent are already underway.
Technology & software solutions
TrueLayer, Europe’s leading open banking platform, and digital investment platform HeyTrade have teamed up to deliver a new investment experience to the Spanish investors using open banking payments.
Raymond James is introducing a new application to assist financial advisors with communicating more holistic, customised offerings with prospective and current clients, according to Chief Information Officer Vin Campagnoli.
By Gery Zollinger, Head of Data Science, Avaloq (pictured) – Private banks and wealth managers possess a treasure trove of client data. To gain a true competitive edge, however, it has become crucial for financial institutions to harness this data and turn it into knowledge about the exact needs of clients.
AdvisorPeak has entered into a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT’s leading cloud technology platform. AdvisorPeak joins INVENT’s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak’s trading solutions are now available to seamlessly integrate with over 17,000 users on the INVENT platform.
iClima Earth (iClima), an environmental data analysis firm providing information on listed companies that can decarbonise the planet, has launched a new investment transparency feature using impact-focused fintech Tumelo's API.
Ignition, a global provider of advice technology, has launched into the UK market offering digital advice solutions to enable its financial services clients to help people make better financial decisions.
StoneX Markets LLC, (StoneX Markets) a subsidiary of StoneX Group Inc, has rolled out significant enhancements to its cutting-edge self-service OTC Platforms for commodities trading. These enhancements, coupled with its integration into the StoneX Group ecosystem, collectively provides a single, digitised offering from which to fully access, manage and execute futures and options trading offered through the affiliated FCM, StoneX Financial Inc, as well as access to OTC markets offered through StoneX Markets LLC as a counterparty.
Everysk Technologies, Inc, an investment technology company providing multi-asset portfolio analytics with data-centric, machine learning techniques, has been selected by XP Inc, technology-driven financial services platform and trusted provider of low-fee financial products and services in Brazil, to provide automated portfolio risk monitoring technology to XP’s institutional asset management business.
David Wylie (pictured), Director of intelligent decisioning technology provider LendingMetrics, says that automated platforms need to be used more extensively by the wealth management sector if it is to fully comply with the growing volume of regulation…