Multi-asset investment platform eToro has launched a new cloud computing portfolio to give retail investors access to some of the most exciting tech companies in the world.
Technology & software solutions
Independent financial planning firm, Panoramic Wealth has chosen PortfolioMetrix as its investment management partner.
GBST, a provider of wealth administration software, has updated its Catalyst digital solution following adviser feedback, enhancing online user journeys and providing new real-time interactive statement functionality.
The Charles Schwab Corporation (Schwab) is to integrate the thinkorswim and thinkpipes trading platforms, education and tools into its trader offerings for retail and independent adviser clients following its acquisition of TD Ameritrade.
Refinitiv has acquired strategic assets from Advisor Software Inc (ASI), adding key digital functionalities to Refinitiv’s Wealth Management offering including enhanced digital advice capabilities and digital portfolio analysis.
Objectway, a specialist in digital wealth and asset management software, and KBC Bank have launched a new robo-advisory service, Matti from Bolero, which is supported by components of the Objectway WealthTech Suite.
New research from Standard Life finds most financial advisers are optimistic about the year ahead, despite the Covid-19 pandemic.
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has introduced a new “digital vault” for encrypted document-sharing.
Equiduct, a retail-focused pan-European trading venue providing Best Execution solutions, has engaged Exactpro, a specialist firm providing independent software testing of trading and clearing systems, risk management, market surveillance, securities data distribution and post-trade infrastructures, to deliver support in functional testing of its software on a long-term basis.
By Mark C Trousdale (pictured), Chief Growth Officer, InvestCloud – Digital advice has transformed the way investors interact with and manage their wealth. But it is still under-used by wealth managers.