Managers of Wealth

Raymond James Selects the FolioDynamix Wealth Management Platform

Raymond James is deploying FDx Propose to all of its advisors nationwide as the standard system for client proposal generation for managed business.

Genworth Financial Wealth Management Upgrades Advisor Platform

Next-Generation eWealthManager Site Brings Enhancements To Better Manage, Grow Business

Avaloq and SOFGEN announce joint software development support centre

Avaloq and SOFGEN have agreed to provide offshore engineering resources from a centralised and jointly managed facility based in Manila, Philippines where 30 specialists deliver standardised software development.

Misys and Temenos agree key merger terms

Further to the announcements made on 3 February 2012, Temenos and Misys today confirm that they have reached agreement in principle on certain key terms and are in continuing discussions regarding a possible all share merger of the two groups.

SEI Selected by Asset Value Investors to Provide Fund Outsourcing Services

Firm Leverages SEI's Expertise to Assist in Expanding Its European Reach

U.S. Trust Introduces Online Wealth Management to Young Adults

U.S. Trust specialists will work with clients and their future heirs to deliver a customized program based on their needs.

CAIS Opens Sydney Office

Asia Pacific continues to rise as a leading financial center due to both regional wealth creation and the changing industry landscape.

SEI wins Monsoon asset admin mandate ‎

SEI's Ability to Support Monsoon's Trading Volume Pointed to as Key Factor in Decision

Nib Bank Sides with Temenos for CORE Banking

The Swiss-based software developer and vendor, Temenos Group AG, appears to be marching undeterred towards dominating the market of the Ethiopian banking industry.

Pershing deploys Financial Simplicity portfolio management tech

Financial Simplicity, a specialist provider of scalable mass tailored portfolio management technology for wealth management platforms has announced that Pershing Limited (UK) has licensed and implemented its Enterprise Edition technology as part of Pershi

Northern Trust Offers New Fund of Hedge Funds Reporting Platform

Northern Trust's Hedge Fund Monitor offering is seamlessly integrated onto its core fund administration, custody and treasury services platform, thereby creating a front-to-back FoHF offering.

Northern Trust Offers New Fund of Hedge Funds Reporting Platform

Northern Trust's Hedge Fund Monitor offering is seamlessly integrated onto its core fund administration, custody and treasury services platform, thereby creating a front-to-back FoHF offering.

Sentry Investments Deploys Eagle’s Hosted Investment Management Suite

One of the fastest-growing asset managers in Canada, Sentry chose the full Eagle suite to replace its existing investment accounting and portfolio management systems.

Capgemini unit bags industry accolade

Capgemini was recognized by the Pegasystems’ Partner Excellence Award in Customer Centricity as a result of its work in helping organizations identify cost-effective ways to improve their overall customer experience through comprehensive technology

SunGard’s Valdi To Support Trading On BETa, New European MTF

SunGard’s Valdi includes a range of execution tools such as algorithmic trading and smart order routing that help customers navigate the fragmentation in European markets resulting from the introduction of the European Union’s MiFID directive.

VP Bank (Luxembourg) deploys Avaloq platform with Sofgen

With a world-wide network of subsidiaries, VP Bank is one of the three largest banks in Liechtenstein.

Pinel Advocates rebrands and launches new website

Pinel Advocates is Jersey’s boutique corporate law firm, specialising in investment funds, corporate and commercial, trusts and foundations and regulatory business.

SEI upgrades investment management system

SEI has been utilizing Portfolio Monitor to perform post-trade compliance testing for hedge fund managers since 2009, and recently transitioned its registered fund clients onto the expanded system from its predecessor program, AdvisorAlert. The move demon

'Forward thinking' Rathbones launches smartphone app

The App will contain a range of Rathbones-specific information as well as comment on broader investment markets.

Turicum Private Bank has successfully migrated to the new version of OLYMPIC Banking System

Turicum Private Bank, member of the Gibraltar Bankers Association, is a privately-owned fully fledged bank and wealth management company that was founded in 1993.

FinTech