Managers of Wealth

James Brearley & Sons selects SIX Financial Information

James Brearley & Sons is using Dion Global Solutions’ Invantage system, which is widely used across the wealth management and stock broking community.

Dion upgrades business process engine

X-Gen enables straight-through processing throughout the middle and back-office of financial institutions while interfacing with trading room applications to provide complete front-office integration.

Tech switch sees Rowan Dartington's Signature boost IFA service

The change means advisers using Signature’s investment management proposition will receive speedy electronic valuations for their client portfolios.

Temenos reports Fatca contract win with leading global wealth manager

Complying with FATCA will be a major requirement for financial institutions, with the biggest challenge being the vast amounts of information that must be compiled, verified and reported.

Wealth Management IT Spending: A Global Perspective

Broadly speaking, both Asia-Pacific and North American markets are driving IT spending growth for next year, while the European market will drag down growth in spending.

Scotiabank goes live with SS&C’s MarginMan

One of North America’s premier financial institutions automates its precious metals margin trading

IFDS in talks to run full Cofunds platform

The technology firm behind the Cofunds platform is in talks to run a full platform service for the company, IFAonline understands.

UBI Banca International in Luxembourg goes live with New Access’ Global Front Office solution

New Access has announced the successful go live of its Global Front Office solution at UBI Banca International in Luxembourg.

Dion launches end-to-end FATCA product suite

Dion Global Solutions has announced the launch of its Foreign Account Tax Compliance Act (FATCA) solutions.

Pershing Wins Top Hedge Fund Award

The HFMWeek award is the latest in a series of honors Pershing Prime Services has received this year.

Effective Data Management: “The Final Frontier” - RESEARCH

Capco has published the results of its recent survey into data management practices and perspectives among European financial institutions.

Barclays Introduces iAlert Mobile and Tablet Functionality

International Clients to enjoy real time FX tracking on the move

Commercial Trust Limited deploys IPBS private banking and wealth management system

International Private Banking Systems has announced that Commercial Trust Limited of Hong Kong has licenced the complete suite of IPBS software for its wealth management operations in the Far East and Europe.

Financial Software Systems Expands Its Presence in Latin America

Financial Software Systems has experienced solid growth in Latin America in 2012, adding three new clients and three "go-lives" this year.

Next-gen platforms cater for wealth management renaissance

Rapidly evolving technology and how investors interact with it, accompanied by changing client expectations and regulatory reform is pushing platform developers to fundamentally review their offerings.

DST Global Solutions’ Bluedoor selected by NAB’s MLC

Barnett said that MLC was responding to changes in the market

Fiserv Adds Features to Wealth Management Platform

We believe the demand by investors for professional financial advice will continue to grow

Linedata and StatPro announce strategic alliance to provide cloud based portfolio performance analysis

Linedata, the global solutions provider dedicated to the investment management and credit industries

Pershing Receives Top Rankings

Pershing's NetX360 was identified as the most used tablet app and Albridge Wealth Reporting was voted the most used portfolio management solution by those surveyed.

Banque Internationale à Luxembourg launches new online platform to support IFA business growth

BILNet Wealth Services based on Triple’A Plus from Temenos equips Independent Financial Advisors with better portfolio monitoring and risk management capabilities

FinTech