Managers of Wealth

Voyant deal will see SJP advisers access cash flow modelling

Financial planning software firm Voyant has agreed a deal to roll out its Voyant Adviser tool to St James’s Place advisers.

SunGard expands philanthropic processing capabilities

SunGard has expanded the philanthropic and endowment processing capabilities of its AddVantage trust accounting solution to help financial institutions achieve agile growth and smarter operations in non-profit servicing.

Iress to acquire UK counterpart for $360 million

Iress has posted a net profit after tax of $17.8 million for the half year to June 30 and will acquire Avelo

SS&C Technologies Turns To Profit In Q2

Revenue increased to $177.5 million from $120.9 million a year ago.

Objectway launches Apps and Portal for “eXimius in the Cloud”

Objectway’s native Mobile Apps on iPad and iPhone enable advisors to have mobile access to their entire ‘book of business’, and enable clients to consult and work on their portfolios, while on the move.

Wealth Management Reporting

The new generation high net-worth customers demand far more attention from their wealth managers in terms of time and personalized services, than their older counterparts.

Advent Software Posts Loss

Advent Software Inc. reported second-quarter net loss of $4 million or $0.08 per share, compared with net income of $7 million or $0.14 per share last year.

Progressive renovation of core banking software removes the roadblock to change

Temenos white paper considers how build and migrate mitigates the risks in large-scale core replacements

Majority of Australian CEOs believe technology plays major role in delivering new financial products

These are the findings of the 13th annual FSC-DST CEO Survey based on the views of 55 leading CEOs in Australia’s financial services industry. This year’s survey focused on the sentiment of Australia’s leaders towards doing business with

Signet Management Appoints SS&C GlobeOp for Its New Platform

European-Based Fund Manager Expands Relationship With SS&C GlobeOp

Signet Management Appoints SS&C GlobeOp for Its New Platform

European-Based Fund Manager Expands Relationship With SS&C GlobeOp

Tech Mahindra signs five year pact with UBS Fund Services

Under the agreement Tech Mahindra will provide UBS FSL with a fully managed service across four major areas of data management, namely securities reference data, pricing, corporate actions and tax data.

Washington Trust Bank to adopt SEI wealth management tech

SEI announced that Washington Trust Bank's Wealth Management & Advisory Services will adopt SEI's fully-integrated wealth management solution

SunGard and Oddo partner to run Ambit on BPO platform

SunGard and Oddo Services Switzerland have collaborated to deliver SunGard's Ambit Private Banking solution on a business process outsourcing platform.

Institutions have a reactive short-term view to risk management - SunGard report

New global research undertaken by SunGard has found that banks continue to take a short-term view when it comes to risk management priorities

Lombard launches major new technology platform

Lombard International Assurance is delighted to announce the successful launch of a new technology platform which provides enhanced investment administration services to its partners and clients.

RBC preps cloud-based mobile payments service

The Royal Bank of Canada is preparing a mobile NFC payments service which will see sensitive user data stored in the cloud rather than the handset.

Yodlee launches WealthCenter investment tools

Yodlee, the platform for financial innovation released Yodlee WealthCenter, a new suite of tools and enhanced wealth data that reinvents how financial institutions interact with self-directed investors.

SEI Reports Second-Quarter 2013 Financial Results

Diluted earnings per share were $.47 in second-quarter 2013 compared to $.28 in second-quarter 2012.

Wealth management platforms continue to evolve

Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry

FinTech