Managers of Wealth

Objectway Financial Software Bulks Up With Acquisition

Acquisition strengthens Objectway's wealth & investment management solutions and increases its expansion in the UK

Vanare acquires NestEgg for robo-wealth management

Vanare, a next-generation wealth management technology platform for investment advisors, announced today the acquisition of NestEgg Wealth to launch the first ever offering that completely integrates online wealth management with traditional wealth manage

Crimeware-as-a-Service Threatens Ban

Why Evolving Malware Families Are Big Cause for Concern

Baldwin Brothers Selects SS&C's Global Wealth Platform

SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C's wealth management platform.

Thomson Reuters Selects Canadian-Based PriceMetrix to Enhance Proposal Generation Service for Wealth Managers

Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced that PriceMetrix's proprietary database of fee and managed accounts history will be offered as part of Thomson Reuters Wealt

iCapital Network Delivers Private Equity Peer Group Data from Burgiss to Wealth Management Firms and Family Offices to Enable Accurate Fund Comparisons

Only private wealth-focused online platform to offer private equity peer group data from Burgiss

MRM wins SEI Wealth Platform account

MRM has won the UK account for the Wealth Platform of SEI, the global financial firm.

Citi Private Bank Selects Fi-Tek's Global Wealth Enterprise Solution

At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions.

Aberdeen’s Gilbert meets Google to discuss tech challenges

Aberdeen Asset Management chief executive Martin Gilbert has met Google executives in a bid to better understand the technological challenges facing the fund industry

Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform

FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.

Rowan Dartington targets international IFAs with Ardan platform

Ardan International was recently acquired by Rowan Dartington the independent wealth manager,

SEI Introduces AIFMD Annex IV Reporting Solution

Many Private Fund Managers Face Jan. 31 Deadline for Filing Year-End Reports

Advent upgrades product suite

It is gratifying to see the high level of engagement and collaboration on the platform, and we appreciate our clients for working so closely with us to evolve our industry-leading solutions.”

How Banks Are Allocating Their Tech Budgets for 2015

Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.

UBS Turns to Artificial Intelligence to Advise Wealthy Clients

UBS Group AG, facing the threat of competition from Google Inc. and Amazon.com Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank’s wealthy clients.

Euroclear provides UniCredit access to Eurosystem liquidity via its Triparty platform

This industry first takes advantage of the recent changes in Eurosystem rules that allow central banks to provide Eurosystem liquidity via a triparty platform.

Geoff Harries takes up SS&C Technologies role

Geoff Harries has become global head of asset servicing SS&C Technologies following the acquisition of DST Global Solutions.

Advent's Geneva selected to support Sweden's largest pension fun

Sweden's largest private health and dental provider chooses Advent Software to support its pension fund.

Data accuracy a major burden for investment managers when reporting - Vermilion Software

The white paper, entitled ‘Catalysts for Change in Client Reporting’, was based on a survey of over 100 senior financial technology and data decision makers in investment management, conducted on behalf of Vermilion Software.

SolutionsGroup SYZ & CO Extends Relationship with NeoXam

A customer since 2009, the SYZ & CO Group decided to renew its relationship given NX Manager's proven robustness and ability to increase operational efficiency while reducing risk.

FinTech