Managers of Wealth

DST launches Corporate Actions Automation Solution for HiPortfolio

The solution, powered by XSP, helps reduce operational risk by efficiently handling the growing volume and complexity of corporate action events

Thomson Reuters Launches Innovative Mobile Solution for Investment Bankers

Streamlines deal making workflow process, adds virtual dimension of efficiency and productivity

BCW Capital selects IPBS private banking and wealth management system

BCW Capital was formed in December 2011 as a boutique securities dealer providing an innovative offering for Institutional and High Net Worth clients in Jamaica and the Caribbean.

Putnam launches financial advisor blog

The Advisor Tech Tips blog is designed to have the latest applications that advisors can use and share with clients and to educate them on how to use them in the best possible manner.

Morgan Stanley support staff to get bonuses tied to tech issues

Morgan Stanley Smith Barney is giving several thousand of its support staff bonuses as high as $5,000 each to thank them for helping the brokerage through its recent technology integration, sources familiar with the matter said.

Macquarie Private Wealth Rolls Out PriceMetrix ValueOne

PriceMetrix ValueOne is a subscription-based practice intelligence solution that enables Financial Advisors to achieve measurable performance improvements in their books.

Temenos Acquires edge IPK

edge IPK, headquartered in the UK and with operations in the US and India, provides financial institutions with the ability to launch and easily maintain a cutting-edge and consistent user experience across multiple channels products and geographies.

SunGard Launches Ambit Wealth Management in Asia

SunGard has launched Ambit Wealth Management, a new front-to-back wealth management solution suite with mobile banking functionality, to help private banks, wealth managers and family offices in Asia improve client service and retention.

IRESS launches PWM platform in Canada

IRESS has introduced its Private Wealth Management (PWM) software platform in Canada, built on an integrated web-based platform, which addresses major challenges faced by the Canadian wealth management community.

SS&C GlobeOp Top Rated in Seven Categories by Global Custodian

SS&C Technologies has announced the readers of Global Custodian magazine have voted SS&C GlobeOp as a 'top-rated' provider in seven categories

Invesco Taps Eagle for Performance Measurement

Invesco selected Eagle's performance measurement solution to help consolidate its global portfolio management operations onto one platform and create more efficiency.

DST appoints solutions manager for Anova Performance

Most recently, he headed up SunGard's performance measurement and attribution system for the EMEA region.

“la Caixa” strengthens Private Banking and Personal Banking

"la Caixa" is set to drive growth in Private Banking and Personal Banking by introducing a new model for interacting with customers and by pioneering innovation in the banking industry.

UK asset manager moves to SimCorp Dimension

“A key criterion was to have a system that would be future-proof and reduce our overall costs of ownership. SimCorp Dimension was the best fit for this,” says Hughes.

1 in 5 IT Staff Have Accessed Executives’ Confidential Data

IT professionals are allowed to roam around corporate networks unchecked, according to a survey of more than 450 IT professionals released by Lieberman Software Corporation.

Leading solutions provider to Private Banks & Family Offices inks partnership with Vizit

Collaboration Results in a Full-Featured Document Management System, Adding a New Dimension of Personalization to Advisor/Client Communication

Advent Software Announces Second Release of Advent's Platform for Asset Management in Beta

Advent Software has announced the beta release of major enhancements to its cloud-enabled, end-to-end platform for asset and wealth management enterprises.

Irish Wealth Manager Implements SunGard's Protegent

"It is vital to display corporate responsibility and identify potential market abuse. SunGard's Protegent solution provides the flexibility and functionality that we need to help manage the increasing regulatory requirements to perform timely an

Bravura Solutions strengthens Asian team

Bravura Solutions strengthens Asian team with key appointment in growing market

Wealth-X Launches Salesforce App

Wealth-X Launches Salesforce App Enabling CRM Access to Over 90,000 Global UHNW Individuals

FinTech