05/04/2012
US asset manager selects WM technology platform
Our wealth management clients will continue to have access to our strong fixed income capabilities
FinTech
05/04/2012
Wealthtrac re-signs Oasis
Independent platform provider Wealthtrac has re-signed with ANZ OnePath's Oasis Asset Management in a six-year service level agreement.
05/03/2012
Entrust private wealth goes live with IRESS
IRESS has announced that Entrust Private Wealth Management has selected and successfully implemented IRESS as its private wealth technology platform.
05/02/2012
Ascent launches financial software in Jersey
The new cash management software, branded under Trident CMS and developed by local company Ascent Software, was recently launched in the Channel Islands.
05/01/2012
FolioDynamix bags wealth technology accolade
FolioDynamix received the Advisory Solutions Technology Innovation of the Year Award for its release of FDx SingleSight Version 6.1.
05/01/2012
Advent Software upgrades wealth management platform
End-to-End Solution Delivers Streamlined Workflows, Business Intelligence Reporting, and a Common User Experience Across Advent's Award-Winning Products
05/01/2012
Ascent launches financial software in Jersey
The new cash management software, branded under Trident CMS and developed by local company Ascent Software, was recently launched in the Channel Islands.
05/01/2012
Thai Software Firm Unlocks Key to Wealth
To achieve the goal, the company will shift its business model from licensing to software as a service (SaaS) under the cloud service model, and expand its market from Thailand to the Asean region.
04/30/2012
SS&C Nominated for Six Awards
SS&C Technologies has announced that SS&C Fund Services has been recognized as "Best Administrator – Fund of Hedge Fund Provider Over $30bn".
04/27/2012
MSSB launches its new investment platform
Investing with Impact Platform offers an investment approach targeting risk-adjusted financial returns as well as positive environmental and social impact
04/25/2012
Brown Advisory live with Calastone
Calastone is the only venue where the global fund industry can meet to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology.
04/25/2012
ERI Bancaire's banking system announces new achievement
Oracle Database Ready and Oracle WebLogic Server Ready are part of the Oracle Exastack Ready program which allows partners, such as ERI, to be recognized by Oracle for developing, testing and tuning their applications on the latest component products of t
04/23/2012
SEI Named Best Service Provider in the Middle East
The award is recognition of SEI's technologically-advanced solutions, along with its experience in servicing investment managers in the Middle East.
04/20/2012
Frankfurter Bankgesellschaft implements Avaloq Banking System
“With Frankfurter Bankgesellschaft, another important player from the Swiss private banking community is now working with the Avaloq Banking System”, notes Francisco Fernandez, CEO of the Avaloq group.
04/20/2012
Risk Management Arsenal Expands for Wealth Managers
As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.
04/20/2012
Wealth managers embrace tablet technology
North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C
04/20/2012
UBS Uses IPad to Let Clients Design Trading Algorithms
UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."
04/19/2012
BondEdge Solutions Announces Launch of Wealth Management Offering
Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance
04/18/2012
Skandia UK launches risk discussion app
Skandia UK has launched a financial adviser’s risk discussion app for iPhone and Android phones.
04/17/2012
Central Trust selects new wealth management platform
InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes