Managers of Wealth

Effective Data Management: “The Final Frontier” - RESEARCH

Capco has published the results of its recent survey into data management practices and perspectives among European financial institutions.

Barclays Introduces iAlert Mobile and Tablet Functionality

International Clients to enjoy real time FX tracking on the move

Commercial Trust Limited deploys IPBS private banking and wealth management system

International Private Banking Systems has announced that Commercial Trust Limited of Hong Kong has licenced the complete suite of IPBS software for its wealth management operations in the Far East and Europe.

Financial Software Systems Expands Its Presence in Latin America

Financial Software Systems has experienced solid growth in Latin America in 2012, adding three new clients and three "go-lives" this year.

Next-gen platforms cater for wealth management renaissance

Rapidly evolving technology and how investors interact with it, accompanied by changing client expectations and regulatory reform is pushing platform developers to fundamentally review their offerings.

DST Global Solutions’ Bluedoor selected by NAB’s MLC

Barnett said that MLC was responding to changes in the market

Fiserv Adds Features to Wealth Management Platform

We believe the demand by investors for professional financial advice will continue to grow

Linedata and StatPro announce strategic alliance to provide cloud based portfolio performance analysis

Linedata, the global solutions provider dedicated to the investment management and credit industries

Pershing Receives Top Rankings

Pershing's NetX360 was identified as the most used tablet app and Albridge Wealth Reporting was voted the most used portfolio management solution by those surveyed.

Banque Internationale à Luxembourg launches new online platform to support IFA business growth

BILNet Wealth Services based on Triple’A Plus from Temenos equips Independent Financial Advisors with better portfolio monitoring and risk management capabilities

EasyWay – Euroclear’s new web-based access to our services

Euroclear Bank clients will be the first to take advantage of Euroclear’s new, innovative, browser-based application – EasyWay.

Vermilion forms alliance with Eagle Investment Systems

As investor profiles and expectations have changed over the past few years with requirements for more information and greater transparency, robust client reporting and communications platforms have become a necessity.

SS&C Launches GoTrade+

SS&C Technologies today launched GoTrade+, an advanced, flexible middle-office service for complex investment portfolios.

Keeping Control of the Reconcilation Process

Tighter supervision and more stringent selection processes make it imperative that you are able to demonstrate that your reconciliation process controls are robust.

TD Bank missing data could affect 1,000 Canadians

A TD Bank spokeswoman says about 1,000 Canadians with U.S. accounts could be affected after some data tapes containing personal information were misplaced.

Industry Analyst firm names Temenos a Leader in Core Banking

Temenos Group has announced that it has been positioned by Gartner, Inc. in the ‘Leaders’ quadrant in the International Retail Core Banking (IRCB) Magic Quadrant report.

Panama's bank licenses Spectrum wealth management software

The bank began operations in June 1994, and is currently the second largest domestic Panamanian bank.

Case study: Old Mutual’s mutually beneficial multi-sourcing model

When Old Mutual wanted to increase its focus on customer services, it decided to cut its IT costs and complexity dramatically.

Cloud-based core banking becomes a reality in Kenya

Fountain Credit Services becomes first institution in Kenya to run its operations in the cloud

Wealth managers have different priorities on technology - RESEARCH

Wealth management firms adopt outside technology only selectively, but outsourcing could benefit firms struggling against tight budgets.

FinTech