Managers of Wealth

Second GPFI/BIS conference explores implications of rapid progress on digital financial inclusion

The G20 Leaders have recognised the critical role of the global standard-setting bodies in advancing financial inclusion.

'Mobile phone apps cutting into wealth management industry'

This technology is being used by hedge fund managers launching funds running on Algorithmic Cloning Technology, said Nakul Gupta, Chief Technology Officer at the Singapore-based Clone Algo group.

Liechtensteinische Landesbank, Avaloq unveil investment advisory platform

The platform will also support client advisors in portfolio construction, providing them with the tools needed for risk assessments and portfolio optimisation.

Avaloq builds Australian team with new hires

The Avaloq group, an international leader in integrated and comprehensive solutions for wealth management, universal and retail banking, further reinforced its commitment to the Australian financial services sector

Temenos launches mobile banking app

TCMB is available for iOS, Android and Windows-based devices.

SS&C adds Explorer data visualisation and analysis tool to Portia platform

SS&C Technologies has released Explorer, a powerful data visualization and analysis tool that turns critical investment data into meaningful information.

SCM Private selects SGSS for wealth-management tech

SGSS’ fully integrated wealth and investment management outsourcing solution, launched in the UK in September, is aimed at mid-tier wealth and investment fund managers and spans the full post-trade value-chain from global execution to global custody

SS&C Technologies meets EI3PA compliance under PCI DSS standard

This requires an evaluation of information security by an independent assessor, based on requirements provided by Experian. These requirements have been adapted from PCI-DSS.

Pershing Adds New Advisory and Institutional Share Classes to its FundVest Platform

Pershing has responded to client and investor demand for more choice and lower-fees

Coutts Awarded "Most Innovative Digital Offering"

Private Banker International, a leading journal for the global wealth management industry, has awarded Coutts in the category of "Most Innovative Digital Offering" as the winner.

Temenos expands US operations

All of these solutions, including the T24 Model Bank, are enabled for software-as-a-service deployment

Private Banker International Award for Avaloq

Private Banker International has announced today that Avaloq Asia Pacific has been awarded with the 2014 PBI Global Wealth Award in the category of “Outstanding Wealth Management Technology Provider – Most Effective Integrated Solution”

UNIGESTION chooses AIM Software's GAIN

AIM Software announces that UNIGESTION has selected specific AIM Business Applications to strengthen its front, middle and back office operations across its investment lines.

Liechtenstein Private Bank Selects Appway Client Onboarding to Automate the Entire Client Lifecycle

With its strong record of seamless integration with Avaloq, Appway was selected for its ease of use as well as its exceptional implementation speed and low project risk.

BCM & Partners is "Best for Private Wealth Management Solutions - Switzerland"

Several thousand companies worldwide had been nominated for the international awards.

Robo advisor Betterment works with Fidelity in RIA push

The product was also shaped in partnership with the two heads of major wealth advisory firms.

Cyber-criminals could spark next financial crisis

One of the UK's leading finance chiefs has warned that a cyber attack could bring much of the financial world grinding to a halt.

Choosing a Fund Administrator for the Long Term by Eamonn Greaves, SS&C

As we meet with asset management firms who are considering third-party fund administration, it’s clear that certain elements of service have become of greater importance.

Bell State Bank & Trust Wealth Management Rolls out UMA Program on FolioDynamix Wealth Management Technology Platform

Large privately-owned bank and trust firm successfully deploys FolioDynamix for open architecture wealth management program

Cofunds lines up Bravura to replace IFDS for tech contract

Bravura is understood to be in pole position to win the technology contract to power Cofunds, following months of negotiations, in a switch which would see it replace International Financial Data Services (IFDS).

FinTech