Managers of Wealth

Multrees 'empowers' wealth managers with tech portal

They want easy access to professional information and control over their clients’ investments

Brooks teams up with tech firm to lighten advisers' workload

This is hosted in a day-to-day client management tool.

Advent Wins 2014 FTF News Technology Innovation Award

Advent Portfolio Exchang Recognized as "Best Client Reporting Solution"

Cloud – what is it not good for?

A good starting point is to recognise that there is no single definition of cloud, nor is there a unifying set of criteria that banks and other financial institutions use when making their decision.

Global unrest will grow as jobs disappear to technology: BlackRock CEO

BlackRock CEO Larry Fink says what he’s worried about most is technology and its impact on jobs around the world.

Stocks and Securities Limited improves service and transparency with launch of online portfolio access powered by IPBS

SSL has been using the IPBS private banking and wealth management system to support their operations for the last five years.

Vermilion Software Crowned Best in Client Communications & Reporting

The triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive client communications and reporting space.

Sprott Asset Management Selects SSCNet for Automated Settlement Notification

The global network will enable trade communication between Sprott and its broker/dealers, custodian and prime brokers.

Advent Releases Upgrades Across Product Suite

Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

Advent Software Wins "Best Technology - Fund Accounting" at HFMWeek European Hedge Fund Services Awards

This is the sixth consecutive year Geneva has been honored with this award.

What does Brewin's tech U-turn mean for the firm?

The move is significant after what is understood to be a 17-month delay in its full implementation.

How to avoid becoming extinct as technology disrupts wealth management

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.

Behind Citi's distribution machine

Citi is deploying technology to diversify its product offering and make customer feedback more sophisticated and central to deciding how it provides advice.

DST launches advanced version of Anova

“We’re witnessing increased demand from asset and wealth management firms to modernize their current performance measurement and attribution systems," said Webb.

ANZ announces new wealth platform

ANZ has opened an IT centre in Sydney ahead of the launch of the bank’s new wealth app.

Pershing Adds Silanis e-SignLive E-Signatures to Broker-Dealer Solutions

Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo

McGladrey Wealth Management Selects Advent's Black Diamond Platform

Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.

Objectway Triumphs in Best Front Office Solution Category at the Wealthbriefing European Awards 2014

One of five firms to be nominated in the Best Front Office Solution category, Objectway walked away with one of two trophies awarded.

SupplierVision transforms oversight of suppliers for Wealth Managers.

Recent increased regulatory activity has cast a spotlight on how the Wealth Manager community manages and governs their supplier management relationships.

Bermuda Commercial Bank signs for Temenos T24 Model Bank

BCB has selected a multi-product approach from Temenos, including T24 Model Bank to be run on the Microsoft SQL Server platform, as it offers an integrated solution that will provide for a more structured and rapid implementation.

FinTech