Sigmastocks and FPJ Financial Services (FPJ) have launched a new robo advisory service where the customers' capital is invested directly in shares instead of funds. Sigmastocks has built the customer onboarding together with the customer portal and integrated it with Bricknode Broker using the API.
Technology & software solutions
Skience has launched its Adviser Transitions Solution, a new tool that streamlines, digitises and simplifies the process by which advisers changing wealth management firms can transfer client assets to a new platform.
UK buy-to-let lender Landbay has today launched an buy-to-let calculator that is unique to each specific Landbay product and client. This means intermediaries can advise their clients on the costs of taking out a Landbay buy-to-let mortgage with a greater deal of accuracy.
Skience, a digital enablement solution and consulting provider, has launched a new Data Consolidation and Replication capability for wealth management firms.
SIX is launching three new interfaces for Swiss wealth management on the b.Link open banking platform. The association created by industry representatives agreed the common API standards last December.
RegTech firm TruNarrative has expanded its product line-up with a new Know Your Customer (KYC) and Anti-Money Laundering (AML) solution TruPortal, designed specifically for low-volume users.
Credicorp Capital, a financial firm located throughout Latin America with a strong presence in Peru, Chile, Colombia, and The United States through its subsidiary Credicorp Capital, has chosen the Luma Financial Technologies' platform to strengthen its structured product offerings through its Asset Management business.
aperture, a Swiss strategy consultancy, has launched its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry.
Digital systems and virtual communications have proved invaluable during the pandemic but greater use of technology is currently not saving advisers time or money, according to research carried out by NextWealth.
Tickeron, an artificial and human intelligence platform delivering unparalleled trading insights and analysis, has launched a new AI Robots tool for pair trading.