Managers of Wealth

DST expands client relationship team

DST Global Solutions has expanded its client relationship team in the Australian and New Zealand regional market as the company seeks to broaden its product and services offerings.

Asset Control upgrades AC Plus

The upgrades provide Asset Control clients with the most efficient routes to meet greater regulatory demands for transparency.

SS&C Q4 net income soars

SS&C Technologies has announced its financial results for the fourth quarter and full year ended December 31, 2011.

Investmaster launches major rebrand following recent acquisition

The name change follows the successful acquisition by Dion in November 2011.

Dodd-Frank Act engine solution for OTC Swaps markets

Lombard Risk Management addresses Title VII of Dodd-Frank Act with its Dodd-Frank Act Engine solution.

Indian Private Investment Office Selects Advent’s Wealth Management Solutions

The company chose Advent over other vendor solutions in the market to take advantage of benefits offered by Advent’s user-friendly, flexible and highly scalable technology solution.

Vista makes rival £1.2bn bid for Misys

Vista Equity Partners has made a rival £1.2bn offer for Misys, the banking software company that had this month agreed a merger deal with Switzerland’s Temenos.

Wealth management software firm named "Most Innovative Private Bank Provider"

"This award reflects our never-ending pursuit of being best-in-class, helping private banks and other wealth management firms remove the obstacles of managing and operating client reporting, technology, data aggregation and integrated systems,"

StatPro sees growth in private wealth markets

StatPro Revolution is a cloud based portfolio analytics and reporting platform that enables money managers always-on access to the granular drivers affecting their clients' portfolio performance.

Envestnet scoops up RIA portfolio solutions provider‎

The two firms, with the combination of their technology solutions, breadth of investment products and back-office operation services, are poised to transform the way RIAs deliver scalable, integrated solutions to their customers.

Buyout giant Permira set to join Misys suitors

News that Misys and Temenos are in talks means it is ‘open season’ for other potential suitors, a source close to the situation said.

Schroders Selects Vermilion Software for Hosted Reporting Solution

Vermilion Software is the leading solutions provider focused purely on Client Reporting for the Asset Management market globally.

ED&F Man looks to grab MF Global UK customers

"The integrated nature of the applications will provide significant efficiency benefits and FFastFill's highly scalable, resilient and available Software as a Service technology will allow ED&F Man Capital Markets to concentrate on growing t

SEI enhances front-office capabilities with new acquisition

This technology will enable SEI to deliver more sophisticated levels of front-office automation and functionality to its wealth management clients in critical business areas such as client acquisition and client management.

Buyers circle Misys as deadline looms

No offers are on the table yet, but potential acquirers have until 6 March to declare interest in the British financial software maker.

Voyant and Seven IM integrate

The newly integrated service will allow 7IM users to create and update financial plans in Voyant Adviser without the need to re-enter client information.

Sallfort Privatbank AG goes for OLYMPIC Banking System

The bank’s use of the OLYMPIC Banking system will also include ERI’s advanced front Portfolio & Asset Management module.

SS&C taps JPMorgan exec as MD

In his new role, he will bring more than 18 years of experience in sales and business development and be responsible for driving the continued growth and success of the company's presence in Europe, Middle East, and Africa region.

Envestnet to Acquire Prima Capital

Prima’s clientele includes regional broker-dealers, trust companies, independent RIAs, family offices and seven of the top 20 banks in the U.S. by total assets.

Leading Sri-Lanka Wealth Manager selects Advent

Wealth Manager Selects Advent’s Wealth Management Solution to Support Growth, Transparency and Client Service Excellence

FinTech