07/10/2013
SS&C GlobeOp Opens Cloud Portal to the Buy Side
GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.
FinTech
07/09/2013
Midlands based Wealth Management Company deploys Invu document management tech
As a result, the company has fulfilled legislative standards in business continuity, benefitted from significant space savings and freed up valuable resource to concentrate on planned business expansion.
07/08/2013
Too Few Mobile Apps Tailored for Wealth Management Clients
Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered.
07/08/2013
Vermilion Software Celebrates 10th Anniversary
Vermilion Software today celebrates its tenth anniversary.
07/08/2013
Wealth management survey finds evidence of uncontrolled IT spending
This comes as wealth management businesses are also facing rising costs of regulation - via new rules
07/07/2013
SEI ties with Calastone for electronic fund purchasing
The move will result in faster turnaround times for order confirmations and contract notes which in turn allow SEI and client counterparties to reduce processing time and benefit from a substantial reduction in operational risk.
07/07/2013
Northern Trust Enhances Performance Reporting for Fixed Income Portfolios
The "Successive Pricing" model provides a sophisticated fixed income analysis tool leveraging Northern Trust's performance data
07/07/2013
3i Infotech wins award for its Wealth Management systems and Stockbroking systems
In a period when the financial services arena is seeing profit margins squeezed by ever increasing regulation and greater client demands, solutions that provide comprehensive functionality underpinning the entire business process lifecycle are very attra
07/03/2013
SIX Financial Information and swissQuant Group launch ImpaQt for wealth management compliance
The newly developed ImpaQt system addresses the demand for in-depth, objective analysis of instrument and portfolio risk
07/03/2013
Ascentric outsources back office tech to Bravura
Royal London-owned wrap Ascentric has signed a deal to outsource its back office technology to software provider Bravura Solutions.
06/30/2013
Rule Financial have announced year-on-year growth in revenues of 25%
Rule Financial records impressive growth by helping investment banks respond to regulatory pressures
06/30/2013
Envestnet Completes Acquisition of Prudential Wealth Management Solutions
Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform
06/27/2013
New Access appoints Bram Boeve CFO
The leading global provider of front office solutions to the financial services industry, appoints Bram Boeve as Chief Financial Officer and member of the Executive Committee.
06/27/2013
Avaloq group to take over Wealth Management Operations Back-Office of Deutsche Bank (Switzerland) Ltd
"Our continuously increasing community corresponds clearly to our growth path.
06/26/2013
Technology and Operations Trends in the Wealth Management Industry 2013
Wealth managers continue to invest significant sums in their technology and operations, with a tenth of firms investing over $50 million a year in operations and a tenth allocating upwards of $20 million to technology.
06/26/2013
UBS Quant HQ offers Riskbot Risk Management Platform to clients
HPR created “Riskbot” in response to latency issues plaguing the market.
06/26/2013
Where In The World Is Your Data?
Financial advisers at a firm complained that they couldn’t see what happened to trades they had entered for clients
06/26/2013
Thomson ONE Wealth Management Named 'Best in Class' for Desktop Components, Advisor Experience and Enterprise Support
"Thomson ONE Wealth Management offers advisors a holistic wealth management platform for effective client service as well as an efficient workflow.
06/25/2013
SOFGEN wins 2013 Temenos Global Implementation Partner Award
Award presented at Temenos Community Forum, held recently in Abu Dhabi
06/24/2013
Pinnacle Trust Goes Live on SEI Wealth Platform
Pinnacle Trust has gone live on the company's fully integrated wealth management solution