Managers of Wealth

Absolute Wealth Launches New Website Design

AbsoluteWealth.com, the industry leading financial information site, has revamped its online presence in anticipation of more changes.

Wealth-X Launches Wealth-X Professional For iPad

Designed to give business development and client management executives access to the intelligence and functionality of Wealth-X Professional while they are on the move, the application represents another milestone in Wealth-X's mission in enhancing t

Fund Administration Technology Comes of Age in 2013

Growth in Cloud Computing and Financial Services Technology Leads to Greater Customization and Delivery Speed

The Investment Book of Record: One Version of Truth from Front- to Back-Office - RESEARCH

The paper tackles the problems associated with fragmented position-keeping across the trade lifecycle.

Paladyne appoints global sales head

"Since Paladyne was acquired by Broadridge we have significantly expanded our product offering and account coverage, and are extending into adjacent markets beyond the hedge fund community."

Firm names Temenos a ‘leader’ in Global Banking Platforms

Temenos cited as a leader in the global banking platforms market, says independent analyst firm

FolioDynamix selected by Cambridge Investment Research, Inc.

Leading independent broker-dealer firm to deploy FolioDynamix proposal generation, investment modeling, trading and reporting solutions with overlay management

Liechtenstein private bank goes live with OLYMPIC Banking System

The extensive functional coverage and Service-Oriented Architecture inherent the version will enable the bank to meet all its requirements both in terms of servicing clients and in terms of markets.

Charles Stanley launches RDR-ready Intermediaries website for Financial Advisers

The new website aims to be a one-stop service for Financial Advisers seeking to place client business with Charles Stanley across a wide-range of services.

JP Morgan introduces multi-asset trading platform

"We have created J.P. Morgan Markets to give clients an intuitive user experience, and a convenient and efficient way to trade across different asset classes, all in one place,"

XSP snaffled up by SunGard

XSP offers a range of deployed, hosted and SaaS-based solutions that help automate the corporate actions processing lifecycle

Ascentric looks to overhaul technology

Wrap initiates tender offer for contract to run its technology.

SunGard tops technology ranking

The awards seek to identify the best product offering based on functionality, usability, performance, return on investment and reliability in a wide range of categories.

Italian software company acquires leading wealth management solutions firm

Terms of the transaction were not disclosed.

Charles Stanley launches RDR-ready adviser website

Advisers will have access to model portfolios and other support services through portal designed to improve interactivity.

Raymond James Takes Advisor Sites Mobile

The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information

Altus Group and ARGUS unveil asset management software platform

To improve productivity and maximize clients' investments, AE 9 provides an ability to consolidate cash-flow forecasts, allowing clients to perform analysis, sensitivity and reporting.

YES Bank Selects Triple Point Technology To Manage Bullion Biz

YES Bank required a state-of-the-art enterprise solution to seamlessly manage all aspects of the precious metals supply chain while supporting extensive regulatory compliance requirements.

Orion hauls down nearly $2 billion of accounts from two Advent clients

Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.

Options selected as an Advent Software Service Provider

Options will be hosting Advent's Geneva solution on the Options PIPE® Private Financial Cloud.

FinTech