QuoteMedia, a provider of market data and financial applications, has launched a new Wealth Management module within the Quotestream Professional platform.
Technology & software solutions
Finantix, a provider of technology to the wealth management, insurance and banking industries, has launched the latest addition to its product portfolio, CIO Cockpit, which allows Chief Investment Officers to distribute market updates and investment ideas to clients faster, leveraging digital communication and collaboration channels.
Purpose Advisor Solutions selects Fidelity Clearing Canada as custodial partner for Canadian independent wealth platform
Purpose Advisor Solutions (PAS) has selected Fidelity Clearing Canada to provide clearing and custody services. Fidelity Clearing Canada will act as custodian for the majority of assets transitioning with the Wealthsimple for Advisors business into Purpose Advisor Solutions later in September 2020.
Envestnet launches Envestnet Connect, an artificial intelligence-driven application that integrates the client's household financial data with relevant and personalised news content aligned with their values and financial journey progress.
Tiller Technologies (Tiller) has formed a new partnership with Sionic-Jersey, the Channel Islands division of global financial services consulting firm Sionic.
Global multi-asset investment platform eToro has launched a new ChinaTech portfolio, giving retail investors access to Chinese companies who are leading the way in technological developments such as artificial intelligence, autonomous driving, electronics and e-commerce.
ITI Capital, a global financial services provider for institutional investors and private clients, has launched a new digital wealth management offering for investors during the Covid-19 crisis.
Although the coronavirus outbreak has affected the market, the global robo-advisory industry is still expected to maintain its growth this year.
Legal & General Investment Management (LGIM) has launched its first unlisted thematics index fund targeted at the UK retail market – the Legal & General Global Robotics and Automation Index Fund (the Fund), to service a growing client demand.
Four Springs Capital Trust implements Altigo to automate alternative investment subscription process
Four Springs Capital Trust has entered into a strategic relationship with alternative investment and technology company WealthForge to utilise WealthForge’s Altigo platform, an end-to-end subscription automation technology solution that replaces the traditional manual, paper-based subscription process for alternative investments.