Managers of Wealth

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.

Avaloq Sourcing Asia Pacific names head of risk & compliance

Most recently he was the Senior Global Technology & Operations Auditor for Deutsche Bank Singapore, with regional responsibility and coordination of Private Wealth & Asset Management (AWM) and Private Business Clients (PBC) in Asia.

FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform

Addition of Morningstar's portfolio analysis and comparison tools further enhances the robust investment proposal generation capabilities of the FolioDynamix platform

Eagle Investment Systems names new CEO

He has more than 25 years of experience in the development, sales, implementation and support of software solutions for the financial services industry.

Dion appoints regional director, Australia and New Zealand

We are gearing up for substantial growth in the coming years

Independent broker-dealers take aim at the next generation of clients

Millennials, robo-advice and female clients top the IBD agenda

Investment banks need to get with the IT crowd

Technological disruption has become the norm for many industries.

Profile’s Investment Management solutions ranked high in Aite Group’s and Celent’s industry reports

IMSplus successfully meets the needs of organisations for portfolio management

In 2020, your car will look like a computer

The automotive industry is going through one of its most dramatic periods of change

Hacker posts client e-mails from Swiss bank BCGE

A hacker claiming to be behind a cyber attack on Banque Cantonale de Geneve divulged confidential client information after the Swiss bank failed to meet demands for payment.

BlackBerry Turns Its Focus to IoT, Wearable Devices

At CES, the company rolled out its cloud-based IoT platform while announcing its BBM messaging technology will support Android-based smartwatches.

Tech Mahindra to acquire Swiss IT consulting firm SOFGEN

The acquisition will help Tech Mahindra strengthen its core banking expertise.

DST Acquires Strategic Advisory Firm

Combination Brings a New Level of Business Intelligence to the Asset Management Industry

St. James's Place International deploys FRS asset-reporting software

The on-site or cloud-hosted solution consumes and enriches data from various sources and formats; then produces reports in the prescribed QRT (Quantitative Reporting Templates) format.

FinTech