The latest technology news in the wealth management sector from around the world.

Avaloq, Quadient
Avaloq, the Switzerland-headquartered software and services provider for banks and wealth managers, has integrated Paris-listed automative platform Quadient Inspire into its customer communications management solution. 

This partnership enables Avaloq to offer banks and wealth managers access to the advanced CCM capabilities of Quadient Inspire while ensuring regulatory compliance and integration with the Avaloq platform, Avaloq said in a statement earlier this week. 

“This collaboration reflects our companies’ commitment to innovation and delivering secure, efficient communication solutions that enhance the client experience,” Ian Clarke, chief operating officer, Central Europe & International Operations at Quadient, said.

Third Financial
Third Financial, bought by the UK’s Nucleus group earlier in 2024, has launched a mobile app for iOS and Android devices. 

The app allows users to view clients’ investments in one place, providing real-time valuations across the full range of investment wrappers, along with detailed investment analysis and the digital delivery of key documents and reports.

Third Financial’s investment platform is used by more than 60 firms, and the app is already being rolled out to clients such as Foster Denovo and McInroy & Wood, with plans to make it available to all supporting customers over the coming months.

The app is built on Third Financial’s system, Tercero.

“The app was built based on customer feedback and is designed to provide a clean and simple user interface that enables advisors and investment managers to apply their own branding. Leveraging our extensive API suite, it delivers real-time information, making it much easier for clients to monitor their investments,” James Waterman, product director at Third Financial, said.