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.
Technology & software solutions
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.
AdvisorPeak says it is the first wealthtech solution for independent advisors to deliver trade management solutions for digital assets.
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.