Managers of Wealth

Wealth-X Launches Salesforce App

Wealth-X Launches Salesforce App Enabling CRM Access to Over 90,000 Global UHNW Individuals

Banks should outsource to avoid IT issues

Following the call this week from the FSA to challenge executives of the high street banks to show what actions they are taking to protect themselves from future IT outages, such as the RBS computer glitch earlier this year, the argument for outsourcing I

FSA 'asks banks for IT contingency plans'

The Financial Services Authority wants the main high street banks to detail their efforts to prevent a software glitch like the one that hit Royal Bank of Scotland in June, the Financial Times claimed.

Envestnet Announces Strategic Partnership With Fund Evaluation Group

Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced a Hedge Fund Research Alliance with Fund Evaluation Group, the institutional investment consulting firm noted for its hedge fund researc

NAB Commences Enterprise Rollout of XPLAN

IRESS has renewed a multi-year agreement with the National Australia Bank (NAB) for ongoing supply of wealth technology to the bank’s advice channels.

Bravura Solutions sees more efficient online world for financial firms

Improvements in the internet experience will depend on shifting away from proprietary systems to standards based ones that ensure access to latest technologies.

SS&C Launches CAMRA I-Risk

SS&C Technologies today launched CAMRA I-Risk for Insurance companies to address emerging Solvency standards by combining CAMRA’s sophisticated financial reporting capabilities with a state-of-the-art position-based stochastic simulation model.

Standard Life launches on-line traing portal for institutional investors and advisers

Standard Life Investments today announced the launch of a portal of wide-ranging education tutorials to help institutional investors and advisers meet their professional development and training needs.

Banks' regulatory spend spurs Rule Financial's growth

IT consultancy boosts revenues by 15%, with growth in the UK, US and Canadian investment banking markets, as well as in nearshore development centres in Poland and Spain.

Advent Portfolio Exchange Receives Top Honors by CEB TowerGroup

Advent's Asset and Wealth Management Solution Sweeps All Four Categories for "Best-in-Class" Technology Solution

SS&C Announces Release of Total Return 2012

Technology Platform Release Focuses on Enhanced Transparency for Investors

Raymond James Aims to Keep Clients in "Confident Zone"

The software, known as Goal Planning & Monitoring, is powered by MoneyGuidePro.

IAS renews partnership with SS&C ‎

A client since 2004, IAS' continued use of SS&C's Global Wealth Platform confirms the Platform's ability to deliver managed account functionality to Australian wealth managers.

Dion Global plans to tap ‘pockets of expenditure’ for growth

Dion Global Solutions is a software solutions and information research services provider for financial institutions across Asia Pacific, Europe, India South Asia, Americas and West Asia and Africa. Mahindra Satyam acquired about 15 per cent in Dion, earli

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