Managers of Wealth

Avaloq launches new Business Process Outsourcing Centre

Retail Banking Systems | Risk Management Systems

Dion Global Solutions reports significant growth in 2014 half year results

Consolidated financial review for the first half of the financial year

Vermilion bags hat trick of awards

This is the first time ever that a reporting vendor has won all three of these awards in the same year.

Managed Account Platforms and Today’s Investor By Colin Keane

In recent years, Managed Account Platforms, or MAPs, have become increasingly popular among investors. But what is it about MAPs that makes them so useful?

2008 may not have seemed a particularly auspicious time to launch a new wealth management firm.

This mutual growth has been key to the success of the partnership, according to Charnock.

Pershing launches SIPP solution for wealth managers and advisers

Pershing chief executive Kevin Bonar said: "The introduction of the Pershing SIPP is a reflection of our commitment to delivering choice, safety and value to our UK clients."

SS&C strengthens teams with executive promotions

SS&C Technologies has announced key executive promotions to further extend its focus and capabilities in both its private equity software and fund administration services businesses.

Innovations in Wealth Management Technology

Technology can help everyone access advice and build an investment portfolio, whatever their starting point.

Advent Wins Best Technology Provider

Advent Software, Inc. a leading provider of software and services for the global investment management industry, today announced it has been recognized as "Best Technology Provider" at the Investment Week Fund Services Awards 2014.

Second GPFI/BIS conference explores implications of rapid progress on digital financial inclusion

The G20 Leaders have recognised the critical role of the global standard-setting bodies in advancing financial inclusion.

'Mobile phone apps cutting into wealth management industry'

This technology is being used by hedge fund managers launching funds running on Algorithmic Cloning Technology, said Nakul Gupta, Chief Technology Officer at the Singapore-based Clone Algo group.

Liechtensteinische Landesbank, Avaloq unveil investment advisory platform

The platform will also support client advisors in portfolio construction, providing them with the tools needed for risk assessments and portfolio optimisation.

Avaloq builds Australian team with new hires

The Avaloq group, an international leader in integrated and comprehensive solutions for wealth management, universal and retail banking, further reinforced its commitment to the Australian financial services sector

Temenos launches mobile banking app

TCMB is available for iOS, Android and Windows-based devices.

SS&C adds Explorer data visualisation and analysis tool to Portia platform

SS&C Technologies has released Explorer, a powerful data visualization and analysis tool that turns critical investment data into meaningful information.

SCM Private selects SGSS for wealth-management tech

SGSS’ fully integrated wealth and investment management outsourcing solution, launched in the UK in September, is aimed at mid-tier wealth and investment fund managers and spans the full post-trade value-chain from global execution to global custody

SS&C Technologies meets EI3PA compliance under PCI DSS standard

This requires an evaluation of information security by an independent assessor, based on requirements provided by Experian. These requirements have been adapted from PCI-DSS.

Pershing Adds New Advisory and Institutional Share Classes to its FundVest Platform

Pershing has responded to client and investor demand for more choice and lower-fees

Coutts Awarded "Most Innovative Digital Offering"

Private Banker International, a leading journal for the global wealth management industry, has awarded Coutts in the category of "Most Innovative Digital Offering" as the winner.

Temenos expands US operations

All of these solutions, including the T24 Model Bank, are enabled for software-as-a-service deployment

FinTech