Managers of Wealth

SS&C Technologies meets EI3PA compliance under PCI DSS standard

This requires an evaluation of information security by an independent assessor, based on requirements provided by Experian. These requirements have been adapted from PCI-DSS.

Pershing Adds New Advisory and Institutional Share Classes to its FundVest Platform

Pershing has responded to client and investor demand for more choice and lower-fees

Coutts Awarded "Most Innovative Digital Offering"

Private Banker International, a leading journal for the global wealth management industry, has awarded Coutts in the category of "Most Innovative Digital Offering" as the winner.

Temenos expands US operations

All of these solutions, including the T24 Model Bank, are enabled for software-as-a-service deployment

Private Banker International Award for Avaloq

Private Banker International has announced today that Avaloq Asia Pacific has been awarded with the 2014 PBI Global Wealth Award in the category of “Outstanding Wealth Management Technology Provider – Most Effective Integrated Solution”

UNIGESTION chooses AIM Software's GAIN

AIM Software announces that UNIGESTION has selected specific AIM Business Applications to strengthen its front, middle and back office operations across its investment lines.

Liechtenstein Private Bank Selects Appway Client Onboarding to Automate the Entire Client Lifecycle

With its strong record of seamless integration with Avaloq, Appway was selected for its ease of use as well as its exceptional implementation speed and low project risk.

BCM & Partners is "Best for Private Wealth Management Solutions - Switzerland"

Several thousand companies worldwide had been nominated for the international awards.

Robo advisor Betterment works with Fidelity in RIA push

The product was also shaped in partnership with the two heads of major wealth advisory firms.

Cyber-criminals could spark next financial crisis

One of the UK's leading finance chiefs has warned that a cyber attack could bring much of the financial world grinding to a halt.

Choosing a Fund Administrator for the Long Term by Eamonn Greaves, SS&C

As we meet with asset management firms who are considering third-party fund administration, it’s clear that certain elements of service have become of greater importance.

Bell State Bank & Trust Wealth Management Rolls out UMA Program on FolioDynamix Wealth Management Technology Platform

Large privately-owned bank and trust firm successfully deploys FolioDynamix for open architecture wealth management program

Cofunds lines up Bravura to replace IFDS for tech contract

Bravura is understood to be in pole position to win the technology contract to power Cofunds, following months of negotiations, in a switch which would see it replace International Financial Data Services (IFDS).

Switzerland wealth manager selects Wolters Kluwer financial risk management tech

The solution will be integrated with Wolters Kluwer Financial Services’ Regulatory Reporting capabilities, currently implemented at the organization’s operations in France, Hong Kong, Luxembourg, Singapore, Spain and Switzerland.

Trizic Launches Technology Engine for Wealth Management Industry

Trizic Accelerator's intuitive, intelligent and responsive technology engine creates back-end efficiencies by automating time-intensive tasks

Temenos releases four new banking apps

Temenos the market-leading provider of mission-critical solutions to the financial services industry, today announces the availability of four new apps on the Windows 8.1 platform.

Transforming Your Middle-to-Back Office Infrastructure by Matt Bellias, SS&C

During the global financial crisis of 2008, many asset managers turned to cost-cutting measures in the face of deteriorating revenues.

SEB buys global custody technology and services from BBH

The Nordic custodian SEB has reached an arrangement by which the outbound global custody needs of its domestic institutional investment and fund management clients will be met by a combination of existing SEB infrastructure and the technology and operatio

Asset managers must embrace apps and new technologies

Asset managers must embrace mobile apps and other social media technology if they are to remain competitive going forward.

Spotlight by DST Global Solutions

Our tenth issue of Spotlight focuses on the impact of T+2 on global trade settlement cycles

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