Managers of Wealth

Making the Case for Moving from a Legacy System

This technology is what is described as “legacy IT systems

Sopra and Gambit form wealth management partnership

The traditional private banker serves the high net-worth individual with personalized advice to help them optimize their finances.

Survey shows uptick in IT budget growth expectations

Expectations of IT budgets of European companies rose by .1% to 3.7%, amid recovering macro economic environment.

Bank of Beirut to implement Dion's FATCA compliance solution

Bank of Beirut has announced that it will be deploying Dion Global Solutions’ FATCA TRAC application to assist with its internal FATCA compliance program.

WMSI Acquires S&P Capital IQ Financial Communications

Wealth Management Systems Inc. today announced that it has acquired S&P Capital IQ’s Financial Communications business.

Brown Brothers Harriman to abandon desktops and go mobile

US investment bank Brown Brothers Harriman expects to abandon desktops within two years in favor of a more mobile structure

Brown Brothers Harriman to ditch traditional desktops as workers go mobile

US investment bank Brown Brothers Harriman expects to have abandoned traditional desktop computing within two years as employees move to mobile working, says CIO and partner Christopher Remondi.

Rule Financial expands into Costa Rica

By choosing Costa Rica as its newest nearshore location, Rule Financial will be able to offer the benefits of time-zone alignment when delivering large projects for clients based in the United States and Canada.

Wealth Management Industry Must Transform Legacy Infrastructure for Long-Term Success - RESEARCH

The current technology infrastructure in the wealth management space poses a major obstacle to progress

China Life Insurance Upgrades Operations Platform With Newest Version of SS&C Portia

Taiwanese Insurance Company Makes Strategic Decision to Invest in SS&C PORTIA

Advent unveils new logo at its annual San Francisco conference -- after discarding one that failed to elicit a sense of the progressive from RIAs

Advent has arguably been doing nothing but reinventing itself for the last three years.

Banks’ Payments Businesses Facing Severe Disruptions

As Onerous Regulatory Constraints, Intensifying Competition, and Changing Customer Preferences Continue to Limit Growth, Banks Must Take Action to Strengthen Payments Revenues, Says Report by The Boston Consulting Group

DST’S Anova performance named "Best in Class" by independent research group

DST Global Solutions announced that Anova Performance was named “Best-In-Class” by CEB TowerGroup

London based Wealth Management software provider acquires ActiveBank business

The firm is one of the fastest growing providers of wealth management software in the UK

Oppenheimer & Co. Inc's 2,300 advisers are rebooting

Oppenheimer is the latest major wealth management firm to adopt the six-year-old service.

International private wealth management Launches New Wealth Management Website

The website will offer an insight into the level of support available to clients as well as showcasing interesting blog articles and helpful information downloads.

RF Code brings asset management to your hand

Asset management and environmental monitoring company RF Code, has added new mobile management capabilities to its Asset Manager suite which is deployed standalone and alongside many data center infrastructure management suites for real-time tracking.

FinTech