AdvisorPeak says it is the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets.
Technology & software solutions
Wealth Dynamix launches cloud-based Client Lifecycle Management SaaS solution for wealth management firms
Wealth Dynamix, a specialist in Client Lifecycle Management (CLM) solutions, has extended its product suite with the launch of CLMi, which is designed specifically to meet the requirements and budgets of mid-tier discretionary fund and investment managers.
Bricknode and additiv form partnership enabling Wealth Management-as-a-Service for financial institutions
Bricknode (www.bricknode.com), a progressive Swedish B2B company providing highly scalable cloud banking software for back-office services, has partnered with additive (www.additiv.com), a SaaS provider to the wealth management industry.
BondIT Global joins BNY Mellon Accelerator Program to develop next-generation technology for financial advisors
BondIT Global, a provider of fixed income technology, has been selected to take part in BNY Mellon’s Accelerator Program.
Adoption of new technology supports strong valuations for financial advisory firms, but poses significant future risk too
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 launches next-generation intelligent content management capability for wealth management firms
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.