Phoenix American, a transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and developer of a subscription automation platform built to streamline investing in alternatives, have partnered to provide a seamless, fully digital purchase process for client funds.

FusionIQ, an investment research and technology provider, has added more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyse and invest in a variety of alternative investment strategies. 

Yield Optimization Platform & Protocol (YOP) has officially launched the YOP App, an all-in-one mobile app that makes it easier for everyone to access DeFi. The V0 version is now available for early access to testers ahead of the public launch at 4pm UTC on 18 May.

Eurobank in Greece has selected Temenos Wealth to strengthen its position in wealth management and affluent segment services. 

UK based money app Ziglu, which was created by Mark Hipperson, one of the founders of Starling Bank, and which enables customers to buy and sell a range of cryptocurrencies, has reported a doubling in the number of new customers during this year’s lockdown. 

CogniCor, a provider of artificial intelligence-powered digital assistants for the wealth management industry, has launched three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labour-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

CircleBlack has partnered with Robertson Stephens, a national registered investment advisor (RIA) with over USD2 billion AUM, to serve as the firm's digital hub, including a one-stop client portal as well as a centralised platform that seamlessly connects various third-party applications.

Epilogue, an online estate planning solution in Canada founded by estate planning lawyers, has launched a Social Media Will – a free, online service developed to help people anywhere in the world document their final wishes for their social media accounts and online presence.

IntellectEU has launched VELMA, an AI platform that enables financial advisers to provide personalisation in every aspect of the customer lifecycle. 

Wealth managers need to adapt behavioural science techniques to boost client engagement and enhance client profiling to improve the investment journey, according to behavioural finance experts Oxford Risk.