Managers of Wealth

Making Sense of Robo Tools for Advisors

When the first robo advisors appeared a few years ago, they seemed intent on cutting traditional advisors out of the equation.

SS&C's Advent Releases Second Major Round of Product Upgrades for 2015

Upgrades include new features and functionality, as well as enhancements to the underlying technologies needed for seamless integration with other critical solutions.

Investing in Tech: Fortune Favors the Informed - Credit Suisse

Developing an effective investment strategy can seem like an inexact science at the best of times

SOFGEN completes T24 upgrade at Banque Zitouna

The project started in October 2014 and went into production on 24 August 2015.

TreeTop Asset Management Belgium Launches New Innovative Self-Directed Investment Service Powered by Objectway Conectus and Eximius

The TREETOP ONLINE solution enables clients to self-engage via a digital onboarding process, invest in Tree Top funds and monitor their investments and portfolio performance in real time and on any device.

Close Brothers partners with Software firm to enhance risk profiling

The partnership demonstrates CBAM’s commitment to intermediaries and further builds upon its intermediary offering, following recent partnerships with Distribution Technology and RSMR.

How graph database tech helped expose international tax evasion

The ICIJ’s findings, outlined in its report Swiss Leaks: Murky Cash Sheltered by Bank Secrecy, sent shockwaves around the world.

Thirteen more top banks join R3 blockchain consortium

The consortium is being led by David Rutter, who was formerly CEO of electronic trading at ICAP Electronic Trading

Switzerland gets new fintech accelerator

A Zurich-based accelerator co-founded by a former UBS IT chief is looking to establish Switzerland as a hotbed for fintech innovation.

Start-up worth $2.3B after secret Zuckerberg fund invests

The start-up did not disclose the amount of money it raised, but said the funding round was aimed at bringing key investors on board—namely Iconiq Capital, which has poured the money into Adyen.

Profile Software develops its presence in Switzerland

Profile Software Suisse part of the Profile Software Group, has successfully delivered wealth management pertinent solutions to Swiss-based private banks

Sallie Krawcheck Rolling Out Robo for Women

Sallie Krawcheck is launching a new online investment platform aimed at addressing the gender investing gap among women.

SS&C CEO Discusses Acquisition Flurry, Future Plans

Bill Stone, SS&C CEO, chats with Dan DeFrancesco about the five acquisitions his firm has made over the past 12 months and what the plan is going forward.

3 FinTech Start-ups Disrupting Big Banks

Banks need to take this disruption seriously and realize how start-ups shaking up traditional wealth management, lending and investing are threatening their previously dominant positions in the market.

Hong Kong based bank to introduce Avaloq Banking Suite

The Hong Kong based bank has chosen the Avaloq Banking Suite based on its ability to provide a more comprehensive service, which will allow the bank to retain and grow its portfolio of private banking and retail wealth clients.

Objectway enters the 2015 IDC Financial Insights FinTech Rankings

Most comprehensive vendor ranking in the financial services industry features top 100 global providers of financial technology

SS&C's Black Diamond Wins Twice at WealthManagement.com 2015 Industry Awards

SS&C was also recently recognized at the FTF News Technology Innovation Awards for "Best Client Reporting System" for the Black Diamond® wealth platform and at the Family Wealth Report Awards for "Best Front Office Solution" fo

Banks and Wealth Management Firms Beware

To infect users, online banking and wealth management customers are being led to poisoned websites hosting the Angler exploit kit (EK), likely through links in email spam.

Aspire Ventures to merge with Yellow Brick Capital Advisers

We share Aspire’s vision to invest in technologies that solve the problems of basic human needs

Chris Blackhurst: How you can keep vital data safe for when your number's up

His wife was born there and his father-in-law passed on a gripping 20-page account of a late relative’s emigration to Australia.