Managers of Wealth

Wealth Management Reporting

The new generation high net-worth customers demand far more attention from their wealth managers in terms of time and personalized services, than their older counterparts.

Advent Software Posts Loss

Advent Software Inc. reported second-quarter net loss of $4 million or $0.08 per share, compared with net income of $7 million or $0.14 per share last year.

Progressive renovation of core banking software removes the roadblock to change

Temenos white paper considers how build and migrate mitigates the risks in large-scale core replacements

Majority of Australian CEOs believe technology plays major role in delivering new financial products

These are the findings of the 13th annual FSC-DST CEO Survey based on the views of 55 leading CEOs in Australia’s financial services industry. This year’s survey focused on the sentiment of Australia’s leaders towards doing business with

Signet Management Appoints SS&C GlobeOp for Its New Platform

European-Based Fund Manager Expands Relationship With SS&C GlobeOp

Signet Management Appoints SS&C GlobeOp for Its New Platform

European-Based Fund Manager Expands Relationship With SS&C GlobeOp

Tech Mahindra signs five year pact with UBS Fund Services

Under the agreement Tech Mahindra will provide UBS FSL with a fully managed service across four major areas of data management, namely securities reference data, pricing, corporate actions and tax data.

Washington Trust Bank to adopt SEI wealth management tech

SEI announced that Washington Trust Bank's Wealth Management & Advisory Services will adopt SEI's fully-integrated wealth management solution

SunGard and Oddo partner to run Ambit on BPO platform

SunGard and Oddo Services Switzerland have collaborated to deliver SunGard's Ambit Private Banking solution on a business process outsourcing platform.

Institutions have a reactive short-term view to risk management - SunGard report

New global research undertaken by SunGard has found that banks continue to take a short-term view when it comes to risk management priorities

Lombard launches major new technology platform

Lombard International Assurance is delighted to announce the successful launch of a new technology platform which provides enhanced investment administration services to its partners and clients.

RBC preps cloud-based mobile payments service

The Royal Bank of Canada is preparing a mobile NFC payments service which will see sensitive user data stored in the cloud rather than the handset.

Yodlee launches WealthCenter investment tools

Yodlee, the platform for financial innovation released Yodlee WealthCenter, a new suite of tools and enhanced wealth data that reinvents how financial institutions interact with self-directed investors.

SEI Reports Second-Quarter 2013 Financial Results

Diluted earnings per share were $.47 in second-quarter 2013 compared to $.28 in second-quarter 2012.

Wealth management platforms continue to evolve

Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry

Broadridge Completes Acquisition Of Bonaire

Expands Fee and Expense Management Solutions Offering

SS&C Portia customers migrate to New York data centre

The move to SS&C's data center allows us to continually improve our operations by extracting additional efficiency from the services, such as faster processing of end-of-day and overnight activities

Use Mobile Technology Better or Risk Losing Clients

An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.

New Access continues its expansion strategy

New Access have announced the recruitment of a swathe of highly experienced industry professionals.

Advent Named “Best Research Management Tool”

Leading Research Management System Tamale RMS® Recognized in the Prestigious UK awards for the Investment Management Industry

FinTech