Advisor Group, a network of independent wealth management firms, has launched its new eQuipt Dashboard for financial professionals, which has been specifically designed to facilitate compliance with the SEC’s new Regulation Best Interest (Reg BI) by seamlessly incorporating streamlined options for managing electronic delivery of required disclosures, key account documents and more.
Technology & software solutions
Refinitiv has launched Refinitiv Digital Investor, a new flexible solution which aims to provide wealth managers with a faster time to market for digital properties, while providing investors with account information, workflow tools, analytics, news, and insights related to their holdings.
Finantix, a global provider of technology to the wealth management, insurance and banking industries, has opened a new office in Serbia, extending its global reach to 11 offices across four continents.
Apex Clearing has launched a new turnkey platform solution called Apex Extend which provides modular applications to create customised wealth management experiences.
Willis Owen, one of the UK’s largest online investment platforms, has launched a Smart Savings offering in partnership with the FinTech cash savings service Raisin UK.
New research from Investec reveals that once the worst of the coronavirus pandemic is over and the lockdown is lifted, 45 per cent of people with savings accounts believe they will be more likely to manage them online using digital services such as apps than they were before the crisis.
Legal & General (L&G) has launched its enhanced secure pensions portal ‘Manage Your Account’, which has now been successfully switched on for the use of 3.7 million eligible defined contribution scheme members across the UK.
Capita Consulting partners with Finantix to deliver digital solutions for Private Banking and Wealth Management
Finantix, a global provider of technology to the wealth management, insurance and banking industries, has formed a strategic partnership with Capita Consulting, the digital consultancy firm launched by Capita in 2019.
IBM has entered into an agreement with Aegon the Netherlands for the servicing and administration of its individual life policies. This is designed to further digitally enhance the service for around 800,000 customers.
Personal Capital, a registered investment advisor and digital wealth manager, has launched a new Recession Simulator tool.