07/15/2012

Technology takes center stage in wealth management

Financial Planning can be done on IPads, investment research materials or price alerts will be sent from client websites, or have the information pushed via short message service, emails or mobile applications.

07/08/2012

Principal Trust Company Goes Live With Innovest

“We are very pleased with the success of our InnoTrust implementation,” said Deborah Harris, personal trust manager at Principal Trust, “The conversion team made our transition as seamless as possible. We’re excited to be using a t

07/08/2012

ERI announces new partnership with IMTF

According to Christof Studer, Head of Marketing & Sales at IMTF, a Swiss company, "Building this partnership enables us to offer to OLYMPIC Banking System customers a state-of-the-art solution that provides control, access, processing and sharing

07/05/2012

XSP Wins CEO of the Year

The Systems in the City Awards were launched in 1999 and are designed to reward the leading service and system suppliers to the regulated financial community.

07/04/2012

SS&C signs Aussie wealth management firm ‎

The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments.

07/04/2012

ERI and StatPro: Partners for Risk Management

This partnership with a global leader of portfolio analytics services, will enable ERI to extend OLYMPIC Banking System’s functional coverage by integrating StatPro’s risk management solutions.

06/28/2012

Kleinwort Benson chooses Vermilion reporting suite

Vermilion will work in partnership with Kleinwort Benson to implement the solution as part of a phased approach resulting in greater transparency and report quality to Kleinwort Benson's client base.