To overcome challenges brought on by Covid-19, advisory firms are making better use of the technologies available to maintain their client relationships and drive greater efficiency, according to new data released by Intelliflo and new research from its Covid-19 Impact Poll.
Technology & software solutions
Finantix, a provider of wealth management technology, has launched a new Digital Collaboration Hub which allows financial institutions to activate a collaboration channel within weeks.
Tickeron has launched a Diversification Score (DivScore) tool, providing investors with portfolio diversification insight generated by artificial intelligence analysis.
Financial advice software firm Advicefront is to hand product development decisions to users – by putting proposed updates to the vote.
PostFinance, a retail financial institutions in Switzerland, and additiv, a leading SaaS provider to the wealth management industry, have successfully implemented a new, 100 per cent digital investment platform for PostFinance customers.
Goodwill has launched a new online will writing app for modern, millennial families in Singapore to organise their assets in 15 minutes.
SS&C Technologies Holdings is to acquire Innovest Systems for a total consideration of USD120 million.
Core banking platform Ohpen and forecasting and technology and solution provider Ortec Finance have partnered to provide retail customers of financial services companies with access to a comprehensive wealth forecast including all of their assets.
Lombard International Assurance, a wealth structuring solutions firm for high net worth individuals, has launched a new distance selling process to support its clients and partners during unprecedented times. The solution is available across Lombard International Assurance’s 12 markets in Europe.
Objectway, a digital wealth management company, has offered a licence-free period to any new subscription to its digital products committed to in 2020.