Managers of Wealth

SunGard wins two banking technology awards

SunGard has won two categories in the sixth-annual Banking Technology Readers’ Choice Awards.

Central Bank of Djibouti chooses the OLYMPIC Banking System

The Central Bank of Djibouti has selected the OLYMPIC Banking System to implement a solution to manage transactions, institutional customers, and the operation of accounts.

SimCorp buy-side poll exposes inaccurate portfolio valuations, asset and exposure tracking errors

Over 60% of firms admit that data reconciliation errors impact the accuracy of their portfolio valuations. 53% state that daily tracking of assets and exposures occur with errors

BNY Mellon Announces New Report Solutions for Asset Servicing Clients

Online, custom report templates cut time and effort to address regulatory reporting requirements

Century-old wealth management firm jumps on automation bandwagon

Demand for automation on the rise

UK wealth management platform picks Calastone

Calastone enables clients to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology, in any format over any communication network.

How Baker Tilly Successfully Approached Social Media

"Baker Tilly's social media policy was designed to strike a balance between encouraging employees to be brand ambassadors and to be good stewards of our firm, our clients, and our people."

Meet the wealth management firm of the future

When David Drucker and Joel Bruckenstein wrote a book about technology innovations for advisers in 2002, many readers were skeptical of their recommendations to use email and create a website.

Swiss private banking institution goes live on SunGard's core banking platform

Ambit Private Banking provides Banque Morval with a single platform on which to centralize customer information and help deliver more personalized services for a better customer experience. By consolidating these operations,

Advent and IntraLinks join forces on Tamale RMS

The new interface offers enhanced information automation and saves multi-manager organizations time throughout the research and due diligence processes.

GlobalCapital selects BSB Solium to support wealth mangement ops

Malta's leading provider of financial services, has selected another class-leading solution from BSB

HiPortfolio wins Asset Servicing Award

Arun Sarwal, CEO at DST Global Solutions, said: “We are proud to win this prestigious award for an unprecedented third successive time. It is the result of a wide ranging programme of significant investment in functionality, processes, tools and pe

Where Africa’s ICT wealth sits

Telecommunications features on the wealth portfolios of almost twenty percent of those who have made it onto the list.

Schroders selects Vermilion for client reporting and communications platform

As many asset management companies continue to expand their global reach, seeking new investment opportunities and retaining new clients, meeting the obligations of client reporting is becoming ever-more challenging.

Avaloq names Martin Frick head, BPO

The internationally experienced manager joins the Avaloq Group with immediate effect, where he will have a seat on the executive board.

Advent Software expands in Canada with addition of Scotiatrust

Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio

Stocks and Securities Limited to roll out online portfolio access with IPBS/e-Banking module

The deployment of the IPBS private banking and wealth management system has also enabled SSL to reduce operational risk, increase efficiency, enhance reporting capabilities and improve customer service.

SAGE SA launches BlackSwan Financial Platform

A Revolutionary tool to maximize returns and minimize losses during extreme market conditions

Dion gets Omgeo certification

The announcement means that Dion, as a certified Omgeo partner, now offers its NOVA clients access to the benefits of CTM, a strategic platform for the central matching of cross-border and non-US domestic equities, fixed income, exchange traded derivativ

Financial services technology firm FNZ ‘on brink of big deal’ as director joins

The Edinburgh-headquartered company, which now employs close to 300 staff

FinTech