Managers of Wealth

FolioDynamix Releases Turnkey Solutions for Registered Investment Advisors

Access to institutional-grade technology, research and models through packaged cloud-based offerings enables RIAs to quickly expand wealth management programs

Pershing Named Best Family Office Service Provider by PAM

Pershing was selected, in part, for its efforts to innovate and expand solutions for its customers.

Envestnet Completes Acquisition of Prima Capital

Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,

The National Eagles and Angels Association Launches new innovative website

The informative site allows potential investors the ability to recieve the free Investor Kit and gives each investor a free digital safe.

WealthSure selects OneVue UMA platform

"The OneVue UMA platform can administer more products than most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and liabilities can be viewed in the one

Appway Client Onboarding and CRM for Wealth Management: From Delivery to Value in Just 3 Months!

Financial Institutions often go through periods of change and finding flexible yet sustainable solutions during this time can be a huge challenge, intensified by the pressure of approaching deadlines.

Profidata strengthens position in Luxembourg with e-AMIS

Andreas Capital has implemented the e-AMIS wealth management system from the Profidata Group.

Independent Research Firm Names SunGard’s WealthStation Best-in-Class for Financial Planning Software

WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.

SunGard Platform Helps Firms Detect Insider Trading

Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.

Evaluating partnerships between independent wealth managers and private banks

For the last couple of years, Deutsche has offered the option to have one global IT access across multiple booking platforms but demand is just building up, says Mr Kolb.

Europe aims to open cybercrime hub in January

As a clearinghouse, it will compile data from a range of bodies to support investigations throughout the region, as well as acting as a hub to co-ordinate training and answer inquiries.

Are Private Banks Social Media Shy?

A survey conducted by assentium.com, an independent financial information portal for investors reveals that the attitude for most private banks to be on social media is rather reluctant.

This Wealth Management Site Was Created For The 99%

The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.

Spire Investment Partners selects integrated wealth management solution

Spire provides advisors with the flexibility to choose whatever business model or corporate entity they prefer. Advisors also have the ability to select a variety of fee structures.

Financial Services World Quality Report Reveals Cloud and Outsourcing Are Key - Research

New report from Capgemini, Sogeti and HP highlights Quality Assurance strategies to respond to compliance, growth and cost optimization priorities

Microsoft Reinvents its Cloud Strategy

The plan is to allow the customers have a guide on how to migrate into the cloud from Microsoft’s conventional software.

JPMorgan Treasury Services launches mobile cash management tool in China, India, and Vietnam

With security today paramount, J.P. Morgan's award winning multi-level security protocol is designed to protect privacy, preserve data integrity and maintain operational control.

Merrill Lynch Wealth Management introduces mobile tools

Clients currently enjoy access to applications on iPhones, iPads, and BlackBerry devices.

Women in Technology: More role models needed

As the old adage goes, if you don't measure it you can't manage it, and one conclusion that could be drawn from this lack of data is that technology companies are not serious about addressing the lack of female leadership within their organisati

Saxo Bank launches wealth management platform

Saxo Bank has announced the UK launch of its new platform for mid-long term self-directed retail investors - Modern Wealth Management (MWM).

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