12/02/2012
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.
FinTech
11/28/2012
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,
11/26/2012
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.
11/26/2012
GlobalCapital selects BSB Solium to support wealth mangement ops
Malta's leading provider of financial services, has selected another class-leading solution from BSB
11/25/2012
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
11/21/2012
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.
11/20/2012
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.
11/20/2012
Avaloq names Martin Frick head, BPO
The internationally experienced manager joins the Avaloq Group with immediate effect, where he will have a seat on the executive board.
11/20/2012
Advent Software expands in Canada with addition of Scotiatrust
Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio
11/20/2012
Stocks and Securities Limited to roll out online portfolio access with IPBS/e-Banking module
The deployment of the IPBS private banking and wealth management system has also enabled SSL to reduce operational risk, increase efficiency, enhance reporting capabilities and improve customer service.
11/19/2012
SAGE SA launches BlackSwan Financial Platform
A Revolutionary tool to maximize returns and minimize losses during extreme market conditions
11/19/2012
Dion gets Omgeo certification
The announcement means that Dion, as a certified Omgeo partner, now offers its NOVA clients access to the benefits of CTM, a strategic platform for the central matching of cross-border and non-US domestic equities, fixed income, exchange traded derivativ
11/18/2012
Financial services technology firm FNZ ‘on brink of big deal’ as director joins
The Edinburgh-headquartered company, which now employs close to 300 staff
11/14/2012
TwoFour Licensed to Support Wealth Management FX
Large European Bank’s Wealth Management Division Selects TwoFour to Support FX and FX Structured Products Processing
11/14/2012
Schroders expands use of Charles River IMS
Schroders, a client since 2001, carried out a thorough investigation of the market and determined that Charles River IMS was the best global solution for key investment management activities.
11/14/2012
South African Private Manager Goes Live on Investment Management Platform
SPI is the private client wealth management business within the Sanlam Group, one of sub-Saharan Africa’s largest providers of financial services.
11/13/2012
Dion Interfaces With Cofunds to Deliver STP Solutions for Wealth Management Sector
Provides seamless integration between leading platform and portfolio management solution
11/13/2012
Dion Global Solutions reports 102.4% revenue increase
Dion Global Solutions has announced the financial results for the second quarter and first half ended 30 September, 2012.
11/13/2012
Rathbones Selects Equipos-OpenText
Rathbones has appointed Equipos and OpenText to design, build and maintain the firm’s online and mobile client communications infrastructure.
11/12/2012
Caisse de Dépôt et de Gestion goes live with OLYMPIC Banking System
The financial institution will now proceed with further phases to roll out additional functionality over the coming months.