07/24/2013
Signet Management Appoints SS&C GlobeOp for Its New Platform
European-Based Fund Manager Expands Relationship With SS&C GlobeOp
FinTech
07/23/2013
Tech Mahindra signs five year pact with UBS Fund Services
Under the agreement Tech Mahindra will provide UBS FSL with a fully managed service across four major areas of data management, namely securities reference data, pricing, corporate actions and tax data.
07/23/2013
Washington Trust Bank to adopt SEI wealth management tech
SEI announced that Washington Trust Bank's Wealth Management & Advisory Services will adopt SEI's fully-integrated wealth management solution
07/23/2013
SunGard and Oddo partner to run Ambit on BPO platform
SunGard and Oddo Services Switzerland have collaborated to deliver SunGard's Ambit Private Banking solution on a business process outsourcing platform.
07/22/2013
Institutions have a reactive short-term view to risk management - SunGard report
New global research undertaken by SunGard has found that banks continue to take a short-term view when it comes to risk management priorities
07/17/2013
Lombard launches major new technology platform
Lombard International Assurance is delighted to announce the successful launch of a new technology platform which provides enhanced investment administration services to its partners and clients.
07/17/2013
RBC preps cloud-based mobile payments service
The Royal Bank of Canada is preparing a mobile NFC payments service which will see sensitive user data stored in the cloud rather than the handset.
07/17/2013
Yodlee launches WealthCenter investment tools
Yodlee, the platform for financial innovation released Yodlee WealthCenter, a new suite of tools and enhanced wealth data that reinvents how financial institutions interact with self-directed investors.
07/17/2013
SEI Reports Second-Quarter 2013 Financial Results
Diluted earnings per share were $.47 in second-quarter 2013 compared to $.28 in second-quarter 2012.
07/16/2013
Wealth management platforms continue to evolve
Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry
07/16/2013
Broadridge Completes Acquisition Of Bonaire
Expands Fee and Expense Management Solutions Offering
07/16/2013
SS&C Portia customers migrate to New York data centre
The move to SS&C's data center allows us to continually improve our operations by extracting additional efficiency from the services, such as faster processing of end-of-day and overnight activities
07/16/2013
Use Mobile Technology Better or Risk Losing Clients
An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.
07/15/2013
New Access continues its expansion strategy
New Access have announced the recruitment of a swathe of highly experienced industry professionals.
07/14/2013
Advent Named “Best Research Management Tool”
Leading Research Management System Tamale RMS® Recognized in the Prestigious UK awards for the Investment Management Industry
07/14/2013
Standard Life Wrap rolls out major new technology interface
Standard Life Wrap will move to a new and flexible technology interface
07/10/2013
Temenos havey announced the global launch of SocialComply
SocialComply enables financial institutions to monitor and engage with social media whilst managing risks
07/10/2013
New Access attracts Finantix staff to strengthen Far East team
He spent more than nine years working with Finantix in Singapore and the UK
07/10/2013
SS&C GlobeOp Opens Cloud Portal to the Buy Side
GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.
07/09/2013
Midlands based Wealth Management Company deploys Invu document management tech
As a result, the company has fulfilled legislative standards in business continuity, benefitted from significant space savings and freed up valuable resource to concentrate on planned business expansion.