Managers of Wealth

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.

Reputation – Is Its Consideration Too Taxing? By Tomas Edwards, SS&C

There’s a question to be answered; how does the wealth management sector ensure products and services offered address client needs without offending society?

Merrill Lynch launches technology-driven retirement tools

Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients

AIM Software Launch Fixed Price Implementation Packages for Corporate Actions & Portfolio Pricing

We are seeing increasing interest in both solutions

Swiss Based Private Investment Office Opts for Advent's Wealth Management Solution

Swiss Based Private Investment Office Opts for Advent's Wealth Management Solution to Increase Operational Efficiency and Deliver Superior Service

Addepar Raises $50 Million for Wealth-Management Dashboard

The company shares its pedigree with Palantir Technologies

Brewin takes £32m hit on failed IT system

Brewin said that it will instead look to upgrade its existing internal systems and stressed that improving its IT strategy remains important to the group.

Avaloq gains third cantonal bank for its front solutions

BLKB is the third Kantonalbank to choose the the Avaloq platform .

JHC appoints Chief Operating Officer

He brings over 25 years of extensive experience in Enterprise systems development and delivery in Financial Services

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