Managers of Wealth

Reinventing Buy-side Infrastructure

As the asset management industry balances the conflicting trends of growth and uncertainty, buy-side firms are taking a hard look at their operating processes.

SmartStream announces new TLM Reconciliations Premium deployment with SEI

Enables SEI to serve its wealth management clients with cash, transactions and securities positions from a single reconciliation platform.

SunGard Wins 2014 Award for Best Transaction Processing Technology Provider

We’re pleased with the recognition SunGard has received in its ability to help wealth managers operate smarter

SS&C signs Virtus Investment Partners

SS&C’s technology platform will be utilized at multiple affiliates

How Robo-Advisors Are Reshaping Investing

The growing segment of so-called robo-advisors is far more vast and diverse than the moniker suggests.

Third Financial Software Wins Award for ‘best Technology Provider – Front Office’

The awards, organized and presented by Wealthadviser at Sketch in London on April 25th recognize excellence in the private banking, wealth management and trusted advisor communities.

Ashmore Goes Live with the Vermilion Reporting Suite

Following a strategic review of its Client Reporting and Communication processes, Ashmore Group Plc selected the Vermilion Reporting Suite (VRS).

Schroders CIO professionalises IT problem solvers

Business community will need and rely on the puzzler skills of the IT profession says CIO

Profile: Lee Musgrave and Mark Betteridge on technological apathy in financial services

Musgrave and Betteridge are co-founders of the software company Preciousbluedot and recently built a mobile app for clients of Seven Investment Management (7IM).

SS&C GlobeOp Forward Redemption Indicator falls to 3.23 per cent in April

The SS&C GlobeOp Forward Redemption Indicator for April 2014 measured 3.23 per cent, down from 3.81 per cent in March

ERI crowned best in the 'Transaction Processing' category for Switzerland and Liechtenstein

Commenting on the award, Nicholas Hacking, Sales Director at ERI said: "We are delighted to have been voted for this prestigious award by independent experts, having also won it in London in 2013".

Swisscanto Realizes Efficiency Gains with SimCorp Dimension for Fund Administration

To date, an external service provider has carried out the asset manager’s fund administration.

Read This If Your Phone Runs Android

The Internet security world mobilized to tackle the Heartbleed software bug.

Technology now about connectivity not just firepower

Rapidly changing technology isn't a threat to financial services operators, it's just the continuation of long term trends that have always confronted the sector

1st Software founder appointed new CEO of sammedia

Mike Free has sold his stake in Sammedia to a consortium of private investors led by Mik Cons, one of the founders of 1st Software.

DST Global appoints APAC solutions manager

He has 25 years’ experience in financial services and has held roles in Australia, the Middle East and United Kingdom.

Appway Wins WealthBriefing Award for Best Client Onboarding Solution in Switzerland and Liechtenstein

At the 2014 WealthBriefing Awards ceremony that took place in Geneva on 3 April

Wealthy stranded in digital dark age as expensive properties lack fast internet

Many of the UK's most exclusive addresses have well below average internet connection speeds

True Potential makes hires to strengthen investment arm

True Potential Investments LLP has hired Sheriden Davy as Head of Risk and Compliance and Colin Beveridge as Chief Investment Officer as the company structures for continued growth.

Leveraging Technology in Wealth Management Succession Planning

A good number of investment advisors in the US and Canada are reaching retirement age.

FinTech