Managers of Wealth

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.

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

FRSGlobal names new MD

Former CEO of FRSGlobal, Steve Husk has been named executive vice president and strategic advisor for the Wolters Kluwer Financial & Compliance Services division where he will focus on high priority, global growth opportunities for FRSGlobal and Wolte

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

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