Managers of Wealth

Advent Software Collaborates With Advise Technologies

The primary benefit of this collaboration is the integration of the systems from each firm, making it easier for clients to address regulations.

Islamic Bank of Britain opts for more expensive Salesforce over Siebel and Dynamics

The Islamic Bank of Britain has opted to integrate Salesforce.com with its core banking systems in a bid to avoid costly and time-consuming upgrades that it would have faced if it had decided to roll-out on-premise solutions, such as Oracle Siebel or Micr

Dion appoints Head of Partners and Alliances for Europe

Dion Global Solutions technology partner to the financial services industry, has appointed Robin Preston as its new European Head of Strategic Partners and Alliances

SS&C PORTIA Joins With SS&C Zoologic Learning Solutions to Offer Web-Based Training to Clients

SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that SS&C PORTIA and SS&C Zoologic Learning Solutions have teamed up to provide web-based, on-demand traini

Advent's Black Diamond Delivers Powerful Intraday Integration With Schwab OpenView Gateway

Advent is extending the availability of custodial data in collaboration with Schwab Intelligent Technologies to include intraday information

SS&C GlobeOp Strengthens European-Domiciled Fund Service With New Luxembourg Office

Leading Fund Administrator Adds Luxembourg to Its Global Fund Domiciles

Wedbush Selects FolioDynamix Wealth Management Technology Platform for Fee-Based Advisory Programs

Wedbush prides itself on striving for the best client service possible and providing advisors with the latest wealth management technology

SS&C adds voice recognition to fund administration app

When a customer uses the app, the virtual voice recognition assistant will respond to questions and commands in a way similar to Apple's Siri

SS&C Technologies Joins IPC's Extranet

Connexus Provides Buy Side and Sell Side Firms with Quick Access to SS&C Applications

Axiom appoints banking veteran as COO

Axiom Software Laboratories, Inc. a global provider of regulatory reporting and risk management solutions, announced the appointment of Gordon Elliot to the newly-created position of Chief Operating Officer.

ING Financial Partners Builds New Wealth Management Platform

This web-based platform will offer the integrated capabilities to provide a clear, organized view of a client's complete financial picture.

Westpac behind on technology investments

With technological behemoths such as Apple, Google or eBay’s PayPal business now being seen as enormous threats to the long-term existence of our banks, the big four are under pressure to invest in technology to ensure they remain competitive wit

Infosys unveils new solution for wealth management

Global software major Infosys Ltd unveiled a new solution for wealth management, which will enable banks to enhance their retail service to high net worth individuals and affluent customers.

Skandia and IFDS team up

Outsourcing and technology agreement for UK platform

Infosys upgrades wealth management tool

This will help banks strengthen their offering portfolio for High Net Worth Individuals (HNWIs) and mass affluent customers.

Voyant deal will see SJP advisers access cash flow modelling

Financial planning software firm Voyant has agreed a deal to roll out its Voyant Adviser tool to St James’s Place advisers.

SunGard expands philanthropic processing capabilities

SunGard has expanded the philanthropic and endowment processing capabilities of its AddVantage trust accounting solution to help financial institutions achieve agile growth and smarter operations in non-profit servicing.

Iress to acquire UK counterpart for $360 million

Iress has posted a net profit after tax of $17.8 million for the half year to June 30 and will acquire Avelo

SS&C Technologies Turns To Profit In Q2

Revenue increased to $177.5 million from $120.9 million a year ago.

Objectway launches Apps and Portal for “eXimius in the Cloud”

Objectway’s native Mobile Apps on iPad and iPhone enable advisors to have mobile access to their entire ‘book of business’, and enable clients to consult and work on their portfolios, while on the move.

FinTech