Hexaview Technologies

Wealth Management

Understanding COVID-19 and Impacts on your Wealth Management Firm

It’s been over ten years since the last market pullback. Now, we’re experiencing a black swan event with the impacts of COVID-19, or the Coronavirus. Lives have been impacted, and business as we know it has been slowed or stopped. With such a hit, global and national markets have been negatively impacted. The United States …

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Cracks In Technology Got Deeper With The Consolidation Wave

Fragmented    IT Infrastructure Consolidation wave hit the Wealth Management Technology space in 2015. Even though mergers and acquisitions were rampant, new players and changing technology landscape widened the technology gaps due to incompatible technologies, resulting in fragmented IT infrastructure. To plug the gaps, firms felt the need for better integration between different software acquired by …

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Consolidation wave hits Wealth Management Technology

This year, the wealth Management Technology space has seen a huge spurt in acquisitions, a testament to the consolidation seeping within the industry. To name a few, Envestnet acquires Yodlee, FinanceLogix, Upside; Blackrock Acquires FutureAdvisor, SS&C acquires Advent, Morningstar acquires TRX, TA Associates’ purchases majority stake in NorthStar Financial Services Group. As CY 2015 draws …

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