Managers of Wealth

Leveraging Technology in Wealth Management Succession Planning

A good number of investment advisors in the US and Canada are reaching retirement age.

SunGard ships Investran private equity tech

Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.

T3 Online unveils new offshore investment management platform

For brokerages to successfully meet such impending reforms, embracing the need for better technology in the way of an online platform is essential.

New private client subsidiary selects CRM technology

“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.

WDX CRM to help drive future growth for James Hambro & Partners LLP

James Hambro & Partners LLP the Independent Private Asset Management Partnership has selected the WDX CRM solution from Wealth Dynamix.

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

HCL inks pact with Avaloq for wealth management services

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.

Why Business Process Outsourcing?

As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.

Wealth management solutions firm expands in UK

Following recent contract signings with HSBC Private Bank and Canaccord Genuity aims to become the leading UK solutions provider for wealth management.

OLYMPIC Banking System maintains its leadership in the Core Banking System market

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.

Financial tech start-ups centre stage in London

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.

Bar Council selects Close Brothers Master Trust for members

The Close Brothers Master Trust, known as YourWorkplacePension, has been introduced by the Bar Council as a pension solution for Chambers’ employees.

Comarch Wealth Manager – App For the Richest

HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.

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

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.

Vontobel Asset Management appoints KNEIP for fund data management

KNEIP has been appointed by Vontobel Asset Management to carry out fund data management, regulatory filing, KIID production and dissemination and financial reporting.

This Video Shows How The Internet Of Everything Will Change Your Life

Networking company Cisco is holding its Cisco Live conference in Melbourne this week and there’s a big focus on the internet of everything.

SS&C Announces Release of CAMRA Workspace

Latest Release Delivers Superior User Experience and Powerful Capabilities

Ashmore Group go-live with Vermilion Reporting Suite

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.

Luxembourg’s BCEE Live on Charles River IMS for Multi-Asset Portfolio Management

Charles River IMS improves decision making and productivity for portfolio managers by combining all analysis and construction activity in a common view and platform.

FinTech