Managers of Wealth

Quilter launches iPad app for advisers

The Quilter App is an extension of the firm’s online valuation service and uses the same high level of encryption and security.

ISACA Risk/Reward Barometer Highlights BYOD Phenomenon and the Blurring Perimeter

ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.

SS&C and Abacus form alliance

As part of the agreement, Abacus and SS&C offer Abacus clients a robust FIX service and access to a trading community with more than 350 brokers worldwide.

Misys Tops World Rankings in Trading and Risk Management Software

First place awarded in Risk Technology Rankings for its portfolio of products, including its innovative Collaborative Risk Management solution, Misys Global Risk

JHC and Apadmi announce strategic partnership agreement

JHC and Apadmi announce that they have signed a strategic partnership agreement to produce a series of apps for FIGARO, JHC's integrated and comprehensive solution for wealth managers, retail and institutional stockbrokers

Fleming firm invests in Skyfall technology

The family investment firm connected to the creator of James Bond has just made a multi-million pound investment in a technology company that was involved in the creation of Skyfall, the most recent of the Bond series of films.

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.

FinTech