The latest tech news in wealth management across North America.

PPB Capital Partners
US-based PPB Capital Partners, an alternative investment solutions provider, has launched its new wealth manager portal.

The firm said in a statement, the new features have simplified the advisor workload, and can have more interaction with their clients.

The main change to the core features includes the renovation of the electronic subscription document page. The changes include the ability to store non-confidential investor data in the portal that will flow into the subscription document. 

For wealth managers who work in multi-team environments, there is the ability to customize the login profile for either the advisory firm or its parent or consulting firm entity.

Merrill Lynch
Bank of America’s wealth arm Merrill Lynch has made several new changes to its app for its clients.

The app will now allow clients to scan and send paper documents to their financial advisors. The new scanning feature uses the device’s camera to capture images of each page and converts them into a single PDF file, which clients can then securely send to their Merrill Lynch advisor.

New features include a spending and budgeting tool; the ability to view transactional activity for Bank of America deposit and card accounts; real-time money transfers with Zelle®; FICO score visibility; and access to seven years’ worth of statements and documents, all within the MyMerrill mobile app.