04/07/2013
Quality service is name of the game
"HNW clients are re-evaluating their current wealth management provider relationships and moving assets to firms that can clearly demonstrate a more integrated approach to meeting their needs."
FinTech
04/07/2013
Advent Signs Irish Wealth Manager
In today's complex and competitive investment landscape, wealth managers rely on technology to keep them ahead of the curve.
04/04/2013
Gone viral: The worst work emails, ever
Those unlucky, or silly enough, to have landed in trouble for their cyber faux paux have not only lost jobs
04/04/2013
Avaloq appoints Peter Scott GM, Asia Pacific
He has joined the Avaloq group as of 1 April 2013 as a member of the Executive Board
04/04/2013
Wealthtrac launches cloud-based SMSF platform
The platform comes after two years of research that investigated where independent advisers could benefit from greater efficiency.
04/04/2013
Temenos tops independent analyst ranking of sales to new and existing customers
Only vendor to be named both a ‘Global Power Seller’ and ‘Top Global Player’ by Forrester Research
04/02/2013
Misys Chooses IND Group’s Digital Banking Solutions
Responding to changing customer needs and requirements, Misys decided to broaden their portfolio with banking frontend solutions.
04/02/2013
Nordic banks select SunGard's risk solution
Nordic Banks modernize risk management with SunGard's Ambit Risk and Performance solutions
04/02/2013
Bita Risk to launch suitability report service
Bita Risk, which provides software and tools to private banks and wealth managers, is launching a new suitability letter service to improve consistency across processes.Bit
04/01/2013
Advent Earns Coveted IAIR Hedge Fund Award
We're thrilled to be recognized by the IAIR for our alternative investments solution
03/31/2013
Tech City firm storms spreadsheets to prevent 'London Whale' style losses
British firm ClusterSeven has created technology to clean up the world’s spreadsheets
03/31/2013
Why asset managers should embrace mobile technology
By Hazem Elmalla of Advent Software, MENA
03/28/2013
InvestEdge Named Best Technology Platform
InvestEdge was honored to receive the 2013 award, having competed with a group of top-performing investment platform providers
03/26/2013
Iress launches adviser app
Iress is pleased to announce the launch of the XPLANtouch app for advisers
03/25/2013
Advisors Ditch the Macbook for the iPad
When it comes to doing work on the go, advisors are trading in their laptops for tablet devices, a new survey shows.
03/25/2013
‘Industrialisation Imperative’ for Global Financial Services - RESEARCH
Focus totally on product and service innovation. Maximise delivery efficiency.
03/24/2013
Advent's Black Diamond Collaborates With Investment Advisors Division of Raymond James
As a preferred vendor, Advent's Black Diamond portfolio management and reporting platform is available to independent registered investment advisor firms who use Raymond James as their custodian.
03/24/2013
DST expands Anova team with key sales hires
He joins DST Global Solutions from Verizon
03/24/2013
Anova helps enable super funds to meet APRA reporting requirements
APRA will demand regular reporting by super funds on more than 4000 data items, up from the current 800
03/20/2013
Captrust Financial Advisors implements Linedata front office platform
Wealth management firm looks to increase efficiencies through platform consolidation