04/02/2014
“Private clients and the provision of wealth management services is an increasingly important part of the overall investment universe and accordingly demands the service to match this status and the systems to enable it.
04/02/2014
James Hambro & Partners LLP the Independent Private Asset Management Partnership has selected the WDX CRM solution from Wealth Dynamix.
03/31/2014
The iPhone 6 Is Coming in September, and This Is What It Looks Like
Apple has a long way to go to reclaim its throne
03/31/2014
The centre will offer flexible and scalable capabilities in implementation, systems integration, migration and testing on the Avaloq Banking Suite’s range of wealth management products.
03/31/2014
As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.
03/25/2014
Following recent contract signings with HSBC Private Bank and Canaccord Genuity aims to become the leading UK solutions provider for wealth management.
03/25/2014
Of all the wide range of banking applications covered by the survey, the OLYMPIC Banking System continues to have the largest total number of clients whose primary focus is Private Banking.
03/24/2014
The marbled floors, luxury stores and corporate skyscrapers of London’s Canary Wharf financial district aren’t the typical surroundings for high-growing technology start-ups.
03/24/2014
The Close Brothers Master Trust, known as YourWorkplacePension, has been introduced by the Bar Council as a pension solution for Chambers’ employees.
03/24/2014
HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.
03/21/2014
Wealth management division of a global Wall Street bank goes live AIM Software
Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business
03/20/2014
Wealth management technology firm Named 'Best Risk Management Solution in Wealth Management' by Family Wealth Report
A leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.
03/19/2014
KNEIP has been appointed by Vontobel Asset Management to carry out fund data management, regulatory filing, KIID production and dissemination and financial reporting.
03/19/2014
Networking company Cisco is holding its Cisco Live conference in Melbourne this week and there’s a big focus on the internet of everything.
03/19/2014
Latest Release Delivers Superior User Experience and Powerful Capabilities
03/19/2014
This provides a single client reporting and communications solution for its operations worldwide. Due to close integration between Ashmore and Vermilion Software the project took less than four months to complete.
03/18/2014
Charles River IMS improves decision making and productivity for portfolio managers by combining all analysis and construction activity in a common view and platform.
03/18/2014
Typically forty percent of the core banking implementation effort is involved in interfacing with multiple applications.
03/18/2014
New UK private bank selects fully automated end-to-end regulatory solution
We look forward to building our partnership over the coming years.
03/17/2014
The company has been shortlisted in the “Front Office Solution”, “Client On-Boarding” and “Outsourcing Solution” categories