Technology
Digital Digest: The Latest Tech News – Proteus, M Financial

The latest technology news in the wealth management sector from around the world.
Proteus, M Financial Group
Proteus, an
alternative investment platform for high net worth individuals,
has won a deal with M Financial
Group.
M Financial will use Proteus to offer investments across its member firms in wealth management accounts and in insurance-based separate accounts. The business has 130 member firms in 36 states and in the UK.
In July, Proteus was chosen by Ohio-based Key Private Bank for its preferred alternative asset platform for Accredited Investors.
Under the new agreement, M Financial Group will offer firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan, Proteus’ research partner.