Managers of Wealth

SimCorp Dimension upgraded

The importance of risk management has continued to rise in the aftermath of the financial crisis and the introduction of a number of new regulatory requirements.

Morningstar UK to Provide Hosted Web Solution and Equity Data to Proquote

Under the terms of the agreement, Morningstar now provides Proquote with a fully hosted web-based solution that gives users access to company reports for all London Stock Exchange quoted companies.

SunGard Launches Mobile Meeting for Financial Planning

“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”

Private Client Resources Announces Strategic Partnership With StatPro

High net worth investors want insight into the value their advisors provide to them

Baltic independent private bank goes live with New Access document management solution

The users of the bank now have available a solution allowing easy access to all documents of their customers, while guaranteeing the privacy of sensitive data.

Avaloq opens Australia office

The expansion to Australia - a new continent for Avaloq - comes after the company successfully established local offices in various regions in recent years.

ERI Bancaire secures Oracle Ready status for Olympic platform

Today's announcement demonstrates that ERI Bancaire supports OLYMPIC Banking System version A with Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, Oracle SPARC SuperCluster and Oracle Solaris 11. ERI Bancaire is a Gold level member of

Will Mobile Technology Reshape Wealth Management?

A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.

SunGard launches global intraday data service via Astec Analytics solution

SunGard's introduction of global intraday streaming securities lending data is a major step forward

New hires at DST to drive business development for Anova

DST’s innovative Anova solution is designed to provide investment managers with a software product suite

Bloomberg PolarLake Unveils its Managed Service for EDM

Swedbank leads industry with adoption of a next generation EDM model

FolioDynamix buys Access Partners to boost bank trust business

FolioDynamix, a leading provider of web-based wealth management technology

SunGard posts fourth quarter results

had no material impact on fourth quarter revenue growth.

Anova for Wealth Management named as 'Best-in-Class' in Technology Report

Anova for Wealth Managers offers extensive flexibility for financial advisors and RIAs while providing the level of scalability necessary for retail operations.

Fear of governments snooping deters companies from using the cloud

Almost half of IT experts are deterred from keeping sensitive data in the cloud because of fear of government intervention and possible legal action, according to a new survey from Lieberman Software which was released today.

Advent Software Q4 Profit Rises

Advent Software has announced its financial results for the fourth quarter ended December 31, 2012.

BNP Paribas signs for CameronTec Catalys

Dealing Services is a buy-side dealing desk for asset managers

IT Firm Launches Swiss Withholding Tax Software

SIX Financial Information is a leading global data provider of data services and solutions for investment advisory services, portfolio management, financial analysis and securities administration. With offices in 24 countries, SIX Financial Information co

Platform boosts True Potential as profits jump 57% to £3.6m

The group’s Wealth platform increased its pre-tax profits to £600,000 in 2012 compared to the £3,500 it reported in 2011

Technology is changing the game for advisors who want more face time

Bucking conventional wisdom that it is more professional to see clients in an office

FinTech