Managers of Wealth

Paladyne appoints global sales head

"Since Paladyne was acquired by Broadridge we have significantly expanded our product offering and account coverage, and are extending into adjacent markets beyond the hedge fund community."

Firm names Temenos a ‘leader’ in Global Banking Platforms

Temenos cited as a leader in the global banking platforms market, says independent analyst firm

FolioDynamix selected by Cambridge Investment Research, Inc.

Leading independent broker-dealer firm to deploy FolioDynamix proposal generation, investment modeling, trading and reporting solutions with overlay management

Liechtenstein private bank goes live with OLYMPIC Banking System

The extensive functional coverage and Service-Oriented Architecture inherent the version will enable the bank to meet all its requirements both in terms of servicing clients and in terms of markets.

Charles Stanley launches RDR-ready Intermediaries website for Financial Advisers

The new website aims to be a one-stop service for Financial Advisers seeking to place client business with Charles Stanley across a wide-range of services.

JP Morgan introduces multi-asset trading platform

"We have created J.P. Morgan Markets to give clients an intuitive user experience, and a convenient and efficient way to trade across different asset classes, all in one place,"

XSP snaffled up by SunGard

XSP offers a range of deployed, hosted and SaaS-based solutions that help automate the corporate actions processing lifecycle

Ascentric looks to overhaul technology

Wrap initiates tender offer for contract to run its technology.

SunGard tops technology ranking

The awards seek to identify the best product offering based on functionality, usability, performance, return on investment and reliability in a wide range of categories.

Italian software company acquires leading wealth management solutions firm

Terms of the transaction were not disclosed.

Charles Stanley launches RDR-ready adviser website

Advisers will have access to model portfolios and other support services through portal designed to improve interactivity.

Raymond James Takes Advisor Sites Mobile

The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information

Altus Group and ARGUS unveil asset management software platform

To improve productivity and maximize clients' investments, AE 9 provides an ability to consolidate cash-flow forecasts, allowing clients to perform analysis, sensitivity and reporting.

YES Bank Selects Triple Point Technology To Manage Bullion Biz

YES Bank required a state-of-the-art enterprise solution to seamlessly manage all aspects of the precious metals supply chain while supporting extensive regulatory compliance requirements.

Orion hauls down nearly $2 billion of accounts from two Advent clients

Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.

Options selected as an Advent Software Service Provider

Options will be hosting Advent's Geneva solution on the Options PIPE® Private Financial Cloud.

Banks, fund providers in Taiwan tap BBH communications platform

Brown Brothers Harriman has announced that three more participants have signed on or gone live with BBH Infomediary, its innovative technology solution

Swiss wealth manager goes live with OLYMPIC Banking System

The extensive functional coverage and Service-Oriented Architecture will enable the bank to continue to meet the changing requirements of its clients and the market.

Credit Suisse selects Markit Enterprise Data Management

Markit selected to manage Credit Suisse research department dataresearch department data

Canadian wealth manager to deploy asset allocation and risk management platform

The Chief Investment Officer of WCPC, Sean O'Hara, believes that this new relationship demonstrates the commitment the firm has to providing cutting edge asset allocation and risk management

FinTech