• FastWealth partnered with DriveWealth in bringing fractional investment in the U.S. markets to Asia.
• Bridge Financial Technology and AdvisorPeak announced their new data integration and partnership.
• First Western Trust Bank selected Smartleaf to optimize the back-office processes that fuel its white-glove wealth management.
• WeInvest launched a new product that helps financial services companies discover new investment tactics.
• Envestnet | Tamarac and Flyer presented their integrated software that enhances trading capabilities and streamline operations of advisors.
• Xtiva Vault deep storage service for long-term data retention is now compliant with major regulatory regimes.
• Vestwell presented its report which identifies how employers and employees engage with their retirement plans.