Managers of Wealth

Old Mutual partners with 'D2B2C' fund analysis start-up

Old Mutual Wealth has signed up to a new web-based system that will make it easier for investors to track the performance of their investments.

Advent Brings Advisor Workflow Efficiencies to the Next Level

Enhanced Integration Network Will Include Move Money Capabilities Through Schwab OpenView Gateway™

Robots are leaving the factory floor and heading for your desk – and your job

But technology can now do many more things that used to be unique to people.

CAIS Recognized as "Best Wealth Solution" by Private Asset Management

Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers

IT Priorities And Reguatory Environment Have Asset Managers Focused On Risk Management And Efficience

LineData Releases The Results Of Its Fifth Annual Survey Global Asset Management Industry

Geneva based software giant buys US software provider

Following the acquisition, Jay Mossman, the Founder and CEO of Akcelerant, will continue as its CEO

InvestEdge Wins 2015 PAM Award For Private Client Investment Platform - Client Service

InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform–Client Service during the Private Asset Management Awards ceremony held in New York City.

SS&C says Advent acquisition is a progression to cloud

In announcing the $2.7 billion acquisition of Advent Software, SS&C Technologies executives said the acquisition capitalized on a trend of increased outsourcing in financial services and will further the industry's move to the cloud.

Objectway Launches Next-Generation Investment Management Platform, Illumas

Objectway a leading provider of software and services to the EMEA investment management industry, today announced the release of its next-generation wealth and investment management platform—illumas

With Limited Resources, Big Money at Stake, eVestment’s Scorecard Helps Asset Managers Deploy Resources

According to eVestment data, there is approximately $558 billion in institutional assets up for grabs around the world each quarter. eVestment’s new Scorecard, launching this month, aims to help asset managers understand which of their resources to

Advent Software acquired by rival for $2.7 billion

"It's a great outcome for our investors," Hess said Monday.

Temenos selected by Julius Baer for technology modernisation

Swiss private banking group to progressively renovate its IT systems with Temenos’ best-of-breed applications

Albert Fried Adopts SS&C’s Global Wealth Management Platform

The New York-based broker will deploy the web-based solution for its boutique prime brokerage.

What robo advisers can and can’t do for you

Is the robo route right for you? Here’s what you need to know about this growing technology.

SS&C to buy rival?

They compete in the US and around the world in the wealth, investment, asset, portfolio and fund management software space. It is understood that Advent was pondering a sale in 2013, but changed its mind following a strategic review, having

Advent Delivers Next Generation Investor Experience for Its Black Diamond® Wealth Management Platform

New Investor Experience Brings an Enhanced Level of Communication Between Advisors and Their Clients

Will 2015 See The Death Of The Robo Advisors?

If 2014 was the year that robo advisors came of age, then we’ll probably look back at 2015 as the year the traditional asset management industry fought back.

AGDelta and Global Banks Create iTunes Style Offering for Wealth Industry

This initiative targets to swiftly address the significant cost pressures, inefficiencies, lack of open standards and transparency that plague private banks and wealth management firms when sourcing, quoting and transacting wealth investment products sinc

Dion Fatca Trac spans four continents

FATCA TRAC now serves clients across all the major regions including Europe, the Middle East and Africa, Asia, Australasia and North America,

CREALOGIX Acquires UK Based MBA Systems

CREALOGIX has acquired MBA Systems, a well-established UK fintech brand and leading supplier of innovative web-based solutions and services to the securities and wealth management industries.

FinTech