Managers of Wealth

Advent Makes Across-the-Board Upgrades

New Updates to Benefit More than 1,000 Investment Management Firms Globally

IRESS unveils new online wealth management hub with Standard Life as launch customer

The first service module available is the new account opening service being used by Standard Life but more modules and services are planned as its rolls out fully in 2014.

Luzerner Kantonalbank to introduce the Avaloq Web Banking solution

The most powerful aspect of working with Avaloq is that it provides us with the flexibility to add additional differentiating services for our customers as we move along

DST Global Solutions wins asset servicing award for fourth year in a row

2013 marks the fourth year in a row DST Global Solutions has won the award.

Dangers of Legacy Systems and Benefits of State-of-the-Art Technology

SimCorp have released an in-depth video titled “What are the consequences of running on a legacy system?

Advent Software seeks $1.3M of incentives

That 30,000-square-foot office currently employs 122 people and houses the company's regional headquarters and computer systems design and related services operations.

BSB adopts new business model and renews with growth

In 2014, BSB anticipates that it should outperform the market thanks to a healthier financial situation, a return to competitiveness, a promising commercial outlook and a regained investment capacity.

First Rate and Innovest Partner to Offer an Integrated Trust and Wealth Management Solution

Innovest clients using First Rate’s performance measurement and client reporting service can expect to have multi-currency offerings and US based accounting capabilities.

ANZ Global Wealth invests in digital platforms

ANZ Global Wealth is focusing on digital innovation through its online and mobile avenues to connect customers.

RBC hires Technology and Operations head

In his role, He will set the strategic direction and oversee overall management of global technology and operations for RBC, which includes applications development, infrastructure and enterprise operations.

BSB receives XCelent Award for its Wealth Management technology platform

“This award from Celent recognises our commitment to offer the best technology and services in a single package supporting discretionary and advisory models,” says Nicolas Bonmariage, Product Strategy Manager, BSB.

European investment management firm partners with Third Financial Software to offer services to boutique wealth managers

This modern, multi-entity system will run on a hosted basis allowing for maximum operational efficiency, resulting in reduced costs to the end user.

China Bank inks partnership with Sopra Wealth Management suite

China Bank SEVP & chief operating officer Ricardo Chua said the Sopra Banking for Wealth Management suite--Sopra's first software deal in the Philippines--will help China Bank streamline client information.

BNP Paribas to buy Belgian Fortis stake for 3.25 billion euros

BNP Paribas has agreed to buy the Belgian state's 25 percent stake in BNP Paribas Fortis for 3.25 billion euros $4.36 billion (2.72 billion pounds) in a move that will help the country keep its commitment to lower public debt.

ILS Capital Management Selects SS&C GlobeOp for ILS Services

Prime Management Supports 10 Risk-Linked Managers

Why Wealth Managers should be surfing the modernisation wave

Digital strategy and mobile collaboration should be core to every Wealth Management organisation. Within the overall regulatory and suitability framework, you should be able to do more with less, to generate better returns.

Advent's Wealth Management Solutions Preferred by Leading RIAs

"Knowing that the nation's largest advisors according to theFinancial Advisor rankings are Advent clients, demonstrates Advent'sstrong presence and ongoing commitment to this market.

Envestnet Appoints Head Of Global Strategy

He was previously executive vice president, chief economist and head of marketing at Fred Alger Management.

DST Global Solutions Wins Prestigious Banking Technology Award

“HiPortfolio” Named Readers’ Choice For Best Post-Trade Processing Product

Austrian private bank selects Calastone

The Vienna-based bank, known for its exclusive customer circle, is Calastone’s first user in the country, and is responsible for over €7bn of funds under administration.

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