Managers of Wealth

EasyWay – Euroclear’s new web-based access to our services

Euroclear Bank clients will be the first to take advantage of Euroclear’s new, innovative, browser-based application – EasyWay.

Vermilion forms alliance with Eagle Investment Systems

As investor profiles and expectations have changed over the past few years with requirements for more information and greater transparency, robust client reporting and communications platforms have become a necessity.

SS&C Launches GoTrade+

SS&C Technologies today launched GoTrade+, an advanced, flexible middle-office service for complex investment portfolios.

Keeping Control of the Reconcilation Process

Tighter supervision and more stringent selection processes make it imperative that you are able to demonstrate that your reconciliation process controls are robust.

TD Bank missing data could affect 1,000 Canadians

A TD Bank spokeswoman says about 1,000 Canadians with U.S. accounts could be affected after some data tapes containing personal information were misplaced.

Industry Analyst firm names Temenos a Leader in Core Banking

Temenos Group has announced that it has been positioned by Gartner, Inc. in the ‘Leaders’ quadrant in the International Retail Core Banking (IRCB) Magic Quadrant report.

Panama's bank licenses Spectrum wealth management software

The bank began operations in June 1994, and is currently the second largest domestic Panamanian bank.

Case study: Old Mutual’s mutually beneficial multi-sourcing model

When Old Mutual wanted to increase its focus on customer services, it decided to cut its IT costs and complexity dramatically.

Cloud-based core banking becomes a reality in Kenya

Fountain Credit Services becomes first institution in Kenya to run its operations in the cloud

Wealth managers have different priorities on technology - RESEARCH

Wealth management firms adopt outside technology only selectively, but outsourcing could benefit firms struggling against tight budgets.

SEI Recognized As Most Notable Vendor For Breadth Of Functionality By Celent

SEI was also recognized as a top vendor in the report's Advanced Technology category.

Schroders selects Bravura Solutions’ STP offering

Leading asset management firm streamlines messaging processes with Babel, boosting efficiency and cost savings

Financial Services Firms Are Miles Behind on Social Media

The CISI’s Wealth Management Forum tackled the issue head on recently

Penton Launches Trusts & Estates Plus App for iPad

The iPad app is now available in Apple's App Store

Making it easier for Australians to bank with ANZ

ANZ has announced a major investment program for its Australian business designed to make it easier for Australians to bank with ANZ.

DST Global Solutions Appoints Asia-Pacific Marketing Director

Previously she was vice president of marketing at TORA, a front-office trading technology provider.

SS&C Named Among World's Top 500 Software and Service Providers

SS&C was ranked 148th this year based on its 2011 total corporate revenues of $370.8 million, which was an increase of 12.7 percent over 2010.

Swiss private bank goes live with New Access front office solution

The functional capabilities of the solution and its fast implementation process were not the only reasons for this acquisition. Bank Leumi purchased Banque Safdié in 2011 and it needed a solution that could support the migration process and integra

Wealth management and broking technology specialist wins 'Best Software Provider' award

The Best Software category is awarded to companies who have shown outstanding technology and service in the UK Platform market.

Cluster Family Office Becomes First Spanish Firm to Launch SAGE SA’s Prospero Software

Cluster Family Office is a Barcelona-based international wealth management firm.

FinTech