Managers of Wealth

Trading technology platforms need to change with the times

Underlying trading technology platforms need to undergo a radical transformation, particularly in today’s dynamic and transparent wealth management environment.

Advent's Black Diamond Platform Surpasses 500-Client Milestone

This year Black Diamond has forged new relationships with some of the most important firms

Asset managers warned on legacy systems

Institutional investors and regulators are putting renewed focus on technology infrastructure

SIX launches Swiss trade repository

This information will allow supervisory authorities to identify risk concentrations

Pembroke Selects SS&C's Global Wealth Platform to Support Growth

The wealth advisory firm will benefit from industry-leading portfolio accounting, management and reporting capabilities, enhancing its ability to deliver high-end service to its clients.

Wealth advisory firm Selects SS&C's Global Wealth Platform

The wealth advisory firm will benefit from industry-leading portfolio accounting, management and reporting capabilities, enhancing its ability to deliver high-end service to its clients.

Advent Wins "Best Portfolio Management Solution"

This enterprise solution leverages a single SQL database to deliver critical client information via an easy-to-use browser-based user interface.

Mphasis and AppCrown to unveil integrated wealth management platform

Partnership creates game-changing solution for financial advisors

Multrees 'empowers' wealth managers with tech portal

They want easy access to professional information and control over their clients’ investments

Brooks teams up with tech firm to lighten advisers' workload

This is hosted in a day-to-day client management tool.

Advent Wins 2014 FTF News Technology Innovation Award

Advent Portfolio Exchang Recognized as "Best Client Reporting Solution"

Cloud – what is it not good for?

A good starting point is to recognise that there is no single definition of cloud, nor is there a unifying set of criteria that banks and other financial institutions use when making their decision.

Global unrest will grow as jobs disappear to technology: BlackRock CEO

BlackRock CEO Larry Fink says what he’s worried about most is technology and its impact on jobs around the world.

Stocks and Securities Limited improves service and transparency with launch of online portfolio access powered by IPBS

SSL has been using the IPBS private banking and wealth management system to support their operations for the last five years.

Vermilion Software Crowned Best in Client Communications & Reporting

The triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive client communications and reporting space.

Sprott Asset Management Selects SSCNet for Automated Settlement Notification

The global network will enable trade communication between Sprott and its broker/dealers, custodian and prime brokers.

Advent Releases Upgrades Across Product Suite

Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

Advent Software Wins "Best Technology - Fund Accounting" at HFMWeek European Hedge Fund Services Awards

This is the sixth consecutive year Geneva has been honored with this award.

What does Brewin's tech U-turn mean for the firm?

The move is significant after what is understood to be a 17-month delay in its full implementation.

How to avoid becoming extinct as technology disrupts wealth management

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.

FinTech