Managers of Wealth

Top US Bank, Commerce Bank, goes live on the FedNow Service with Temenos

FedNow® roll out continues Commerce Bank’s progressive modernization from legacy systems to a single, future-ready, cloud-native platform

The digital frontier: how tech-driven wealth management is transforming multi family offices operations

The adoption of these technologies signifies a departure from traditional methods, leading to more efficient, secure, and individualised financial strategies.

Presidents Choice Financial® selects Temenos to expand banking business

The financial arm of Canada’s food and pharmacy retailer will adopt Temenos core banking as SaaS to enhance operational efficiency and deliver more innovative products

Temenos introduces Temenos Positions to transform banking operations

New lean solution serves as a single source of truth for all real-time balances and funds authorizations data across the enterprise, regardless of underlying technology

Banque Internationale à Luxembourg goes live with Temenos to modernize core banking and payments

Banque Internationale à Luxembourg standardizes its retail, corporate and private banking operations on Temenos banking platform to increase agility and optimize resources.

Iress sells portfolio management software as it streamlines UK operations

Pulse, which was purchased by Iress in 2015, provides portfolio management services to UK private asset managers working with clients on a discretionary basis.

Temenos board of directors gets a shot across the bow

Actually, the general meeting on Wednesday would have been a good opportunity to improve the relationship between company management and investors, which has often been tense in recent years.

Validata extends Technology Partnership with Temenos

Validata ConnectIQ to provide banks, fintechs and EMIs with AI-powered Cash and Nostro reconciliation tool capabilities

LTX by Broadridge Integrates with MultiLynq to Deliver Accelerated Trading Connectivity

Through MultiLynq, dealers can more easily integrate LTX into their existing infrastructure

Broadridge Reports Third Quarter Fiscal 2024 Results

Recurring revenues increased $8 million

Temenos Multifonds extends partnership with Citi Securities Services to consolidate global funds services on Multifonds SaaS

Move to Multifonds SaaS enables Citi Securities Services to manage its global business efficiently on a single platform

Dubai-based Amwal Capital Partners Updates Tech to Drive Growth with Broadridge’s Investment Management Solutions

Amwal Capital is now live on Broadridge’s investment management platform, which is providing the firm portfolio, order, and risk management as well as visual analytics, and performance attribution.

Olea Global and Standard Chartered forge strategic partnership to bolster SME growth

This strategic partnership illustrates our unwavering commitment to innovation in delivering customer-centric solutions.

Canadian First Time Home Buyers on the Rise as Record Volume of FHSA Activity Soars According to Broadridge

18 financial institutions currently leveraging Broadridge’s solution to help first time homebuyers achieve the dream of buying a house

PIMFA WealthTech and Morningstar select two Fintechs to showcase ESG solutions at Morningstar Conference

PIMFA WealthTech has been created to address digital business transformation through the development and adoption of market-leading technologies.

How AI can dictate wealth management strategies for millennials and Generation Z

If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.

SEI Reports First-Quarter 2024 Financial Results

Diluted earnings per share were $0.99 in first-quarter 2024 compared to $0.79 in first-quarter 2023.

Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange

Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity

SJP academy head: Treading the technology tightrope

It’s a dance between embracing the future and honouring the profession’s foundational principles.

Fundpath Secures Further £2m Investment From Fuel Ventures

This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.

FinTech