Managers of Wealth

eXimius launches Objectway Wealth Apps

Acquisition by Objectway Financial Software delivers immediate client value

Investment Advisor Goes Live on SS&C's Global Wealth Platform

Investment Advisor Implements SS&C's Technology Based on Its Unified Managed Accounts (UMA) Capabilities

Balancing Growth with Compliance & Client Demand

Join DST Global Solutions and CEB TowerGroup for a look at how to leverage operational technology to meet growth objectives and transparency requirements.

Nomura Securities selects advisor platform for wealth management

In addition to the current wealth management CRM functionalities, the company will provide client reporting tools, an application suite for mobile devices, as well as interactive consulting tools for investment, life and succession planning in the coming

Global Hedge Fund Selects Advent's Alternatives Solutions

The firm chose Advent's Geneva, a global portfolio management, reporting, and reconciliation system, which has been specifically designed for complex, global alternative investment strategies.

Ascentric posts 7% drop in net new business

Ascentric posted total net new business of £1.3bn for 2011

Cantor Fitzgerald Adds Electronic Security Locate System to Prime Services Offering

The system will enable hedge funds, proprietary trading firms and others the opportunity to borrow through the firm's new locate system.

New hires at DST to drive business development for Anova

There is a tremendous opportunity to increase productivity in the investment industry

SS&C Technologies Reports Record Fourth Quarter and 2012 Results

Revenue increased 79.5% to $171.8 million in fourth quarter 2012 and 48.8% to $551.8 million for the full year 2012.

New Accelerated Approach for Banks to Achieve Increased Operational Efficiency - Rule Financial

These methods are limited in their scope and are ultimately unsustainable

SimCorp Dimension upgraded

The importance of risk management has continued to rise in the aftermath of the financial crisis and the introduction of a number of new regulatory requirements.

Morningstar UK to Provide Hosted Web Solution and Equity Data to Proquote

Under the terms of the agreement, Morningstar now provides Proquote with a fully hosted web-based solution that gives users access to company reports for all London Stock Exchange quoted companies.

SunGard Launches Mobile Meeting for Financial Planning

“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”

Private Client Resources Announces Strategic Partnership With StatPro

High net worth investors want insight into the value their advisors provide to them

Baltic independent private bank goes live with New Access document management solution

The users of the bank now have available a solution allowing easy access to all documents of their customers, while guaranteeing the privacy of sensitive data.

Avaloq opens Australia office

The expansion to Australia - a new continent for Avaloq - comes after the company successfully established local offices in various regions in recent years.

ERI Bancaire secures Oracle Ready status for Olympic platform

Today's announcement demonstrates that ERI Bancaire supports OLYMPIC Banking System version A with Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, Oracle SPARC SuperCluster and Oracle Solaris 11. ERI Bancaire is a Gold level member of

Will Mobile Technology Reshape Wealth Management?

A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.

SunGard launches global intraday data service via Astec Analytics solution

SunGard's introduction of global intraday streaming securities lending data is a major step forward

New hires at DST to drive business development for Anova

DST’s innovative Anova solution is designed to provide investment managers with a software product suite

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