Managers of Wealth

Avaloq gains third cantonal bank for its front solutions

BLKB is the third Kantonalbank to choose the the Avaloq platform .

JHC appoints Chief Operating Officer

He brings over 25 years of extensive experience in Enterprise systems development and delivery in Financial Services

SAGE SA’s Prospero solution still 2nd best-selling private banking software

Based on the January-December 2013 sales of all software vendors surveyed by IBS Intelligence, SAGE SA’s Prospero is still the 2nd best selling software in the private banking space.

Banking regulators hire math geeks of their own

The efforts of Lo, a pioneer in his field, are part of an unprecedented push at the OCC

Little Progress in the Evolution of Mobile Apps for Banking

Only a small number of leading retail banks have made significant progress in their mobile app offerings since last year’s report.

Objectway Financial Software sees increased demand for its eXimius Software as a Service

Objectway doubles its small-to-medium-sized business customer base in six months thanks to its eXimius Software as a Service (SaaS) offering for portfolio management & decision support

ObjectWay inks deal with wealth management software firm

Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS

Owner of wrap platform takes stake in wealth management tech firm

A cloud-based technology which aggregates investment data from across wrap platforms and non-platform assets, back office and fund providers.

SEI Selected by Iridian Asset Management to Provide Operational Support for New UCITS

As Managers Distribute Strategies More Globally, Service Providers Help Them Meet Evolving Operational and Reporting Requirements

Advent Named Leading Margin Management Provider

"Advent has a longstanding reputation for bringing innovative solutions to the market and Syncova is yet another great example," commented Rod Sparks, publisher of The Hedge Fund Journal.

New Wealth Management App Launched for iPad, Android

"Our community of financial advisors, wealth managers and investors increasingly require continuous access to market information and account data.

AG Delta appoints industry vet as Chief Product Officer

He has over 30 years of experience in the investment banking industry having worked for several global leading banks such as UBS, Merrill Lynch or Vontobel.

SS&C Technologies Reports Record Revenue, Stronger Earnings

Record revenue of $185.8 million in the first quarter 2014, representing an increase of 7.3 percent from the first quarter 2013

Accredify Offers HNW's an Easy Way to Invest in Private Equity Online

The service works in the same manner as Facebook Connect, where Accredify members sign in to portals to instantly qualify as an investor.

Investment Management Firms Must Maximize Technology Initiatives to Increase Business Value - SEI

Outsourcing Partners Create Streamlined Processes and Operational Efficiencies

SS&C Forms REIT Servicing Group

SS&C's number one priority is to address the needs of its customers

Reinventing Buy-side Infrastructure

As the asset management industry balances the conflicting trends of growth and uncertainty, buy-side firms are taking a hard look at their operating processes.

SmartStream announces new TLM Reconciliations Premium deployment with SEI

Enables SEI to serve its wealth management clients with cash, transactions and securities positions from a single reconciliation platform.

SunGard Wins 2014 Award for Best Transaction Processing Technology Provider

We’re pleased with the recognition SunGard has received in its ability to help wealth managers operate smarter

SS&C signs Virtus Investment Partners

SS&C’s technology platform will be utilized at multiple affiliates

FinTech