Managers of Wealth

ANZ announces new wealth platform

ANZ has opened an IT centre in Sydney ahead of the launch of the bank’s new wealth app.

Pershing Adds Silanis e-SignLive E-Signatures to Broker-Dealer Solutions

Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo

McGladrey Wealth Management Selects Advent's Black Diamond Platform

Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.

Objectway Triumphs in Best Front Office Solution Category at the Wealthbriefing European Awards 2014

One of five firms to be nominated in the Best Front Office Solution category, Objectway walked away with one of two trophies awarded.

SupplierVision transforms oversight of suppliers for Wealth Managers.

Recent increased regulatory activity has cast a spotlight on how the Wealth Manager community manages and governs their supplier management relationships.

Bermuda Commercial Bank signs for Temenos T24 Model Bank

BCB has selected a multi-product approach from Temenos, including T24 Model Bank to be run on the Microsoft SQL Server platform, as it offers an integrated solution that will provide for a more structured and rapid implementation.

Reputation – Is Its Consideration Too Taxing? By Tomas Edwards, SS&C

There’s a question to be answered; how does the wealth management sector ensure products and services offered address client needs without offending society?

Merrill Lynch launches technology-driven retirement tools

Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients

AIM Software Launch Fixed Price Implementation Packages for Corporate Actions & Portfolio Pricing

We are seeing increasing interest in both solutions

Swiss Based Private Investment Office Opts for Advent's Wealth Management Solution

Swiss Based Private Investment Office Opts for Advent's Wealth Management Solution to Increase Operational Efficiency and Deliver Superior Service

Addepar Raises $50 Million for Wealth-Management Dashboard

The company shares its pedigree with Palantir Technologies

Brewin takes £32m hit on failed IT system

Brewin said that it will instead look to upgrade its existing internal systems and stressed that improving its IT strategy remains important to the group.

Avaloq gains third cantonal bank for its front solutions

BLKB is the third Kantonalbank to choose the the Avaloq platform .

JHC appoints Chief Operating Officer

He brings over 25 years of extensive experience in Enterprise systems development and delivery in Financial Services

SAGE SA’s Prospero solution still 2nd best-selling private banking software

Based on the January-December 2013 sales of all software vendors surveyed by IBS Intelligence, SAGE SA’s Prospero is still the 2nd best selling software in the private banking space.

Banking regulators hire math geeks of their own

The efforts of Lo, a pioneer in his field, are part of an unprecedented push at the OCC

Little Progress in the Evolution of Mobile Apps for Banking

Only a small number of leading retail banks have made significant progress in their mobile app offerings since last year’s report.

Objectway Financial Software sees increased demand for its eXimius Software as a Service

Objectway doubles its small-to-medium-sized business customer base in six months thanks to its eXimius Software as a Service (SaaS) offering for portfolio management & decision support

ObjectWay inks deal with wealth management software firm

Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS

Owner of wrap platform takes stake in wealth management tech firm

A cloud-based technology which aggregates investment data from across wrap platforms and non-platform assets, back office and fund providers.

FinTech