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.
Technology & software solutions
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.
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.
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.