Managers of Wealth

Aberdeen’s Gilbert meets Google to discuss tech challenges

Aberdeen Asset Management chief executive Martin Gilbert has met Google executives in a bid to better understand the technological challenges facing the fund industry

Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform

FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.

Rowan Dartington targets international IFAs with Ardan platform

Ardan International was recently acquired by Rowan Dartington the independent wealth manager,

SEI Introduces AIFMD Annex IV Reporting Solution

Many Private Fund Managers Face Jan. 31 Deadline for Filing Year-End Reports

Advent upgrades product suite

It is gratifying to see the high level of engagement and collaboration on the platform, and we appreciate our clients for working so closely with us to evolve our industry-leading solutions.”

How Banks Are Allocating Their Tech Budgets for 2015

Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.

UBS Turns to Artificial Intelligence to Advise Wealthy Clients

UBS Group AG, facing the threat of competition from Google Inc. and Amazon.com Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank’s wealthy clients.

Euroclear provides UniCredit access to Eurosystem liquidity via its Triparty platform

This industry first takes advantage of the recent changes in Eurosystem rules that allow central banks to provide Eurosystem liquidity via a triparty platform.

Geoff Harries takes up SS&C Technologies role

Geoff Harries has become global head of asset servicing SS&C Technologies following the acquisition of DST Global Solutions.

Advent's Geneva selected to support Sweden's largest pension fun

Sweden's largest private health and dental provider chooses Advent Software to support its pension fund.

Data accuracy a major burden for investment managers when reporting - Vermilion Software

The white paper, entitled ‘Catalysts for Change in Client Reporting’, was based on a survey of over 100 senior financial technology and data decision makers in investment management, conducted on behalf of Vermilion Software.

SolutionsGroup SYZ & CO Extends Relationship with NeoXam

A customer since 2009, the SYZ & CO Group decided to renew its relationship given NX Manager's proven robustness and ability to increase operational efficiency while reducing risk.

How a performance reporting firm largely unknown to RIAs is taking on Addepar and Advent

WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment

Hedge fund software giant cquires DST Global Solutions

With more than 155 customers throughout the Americas, EMEA, and Asia-Pacific,

OLYMPIC Banking System, has been crowned best in the "Transaction Processing"

Commenting on the award, Nicholas Hacking, Director, ERI said: "We are delighted to have won once more one of the awards of this prestigious programme that showcases ‘best of breed’ providers in the global private banking, wealth managem

Can technology bring wealth management fees back to earth?

Across the wealth management world the way fees are charged is changing, drifting upwards

Latest Enhancements To DST's Anova Helps Solve APRA Regulatory Reporting Challenges For Superannuation Funds

Comprehensive End-To-End Data Sourcing, Validation, and Form Creation Capabilities Added to Leading Data Management Suite

SEI Named A Finalist For 2014 Industry Innovation Awards In Investment Outsourcing Category

The best fund administrator category has never been the most popular in terms of the number of entries it has attracted since its 2009 debut in the Buy-Side Technology Awards.

Advent Receives Two Top Honors at the Buy-Side Technology Awards

Advent Software, Inc a leading provider of software and services for the global investment management industry, today announced that Advent's Geneva has been named "Best Buy-Side Portfolio Accounting Platform," and Advent Portfolio Exchang

These Cities Have The Ingredients To Become The Next Silicon Valley

When asked to name the world’s startup capitals, people normally think of Silicon Valley, London or New York. But with innovation on the march globally, the emerging markets have strong potential to become the next hotspots for entrepreneurs.

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