Managers of Wealth

Financial Services Firms Are Miles Behind on Social Media

The CISI’s Wealth Management Forum tackled the issue head on recently

Penton Launches Trusts & Estates Plus App for iPad

The iPad app is now available in Apple's App Store

Making it easier for Australians to bank with ANZ

ANZ has announced a major investment program for its Australian business designed to make it easier for Australians to bank with ANZ.

DST Global Solutions Appoints Asia-Pacific Marketing Director

Previously she was vice president of marketing at TORA, a front-office trading technology provider.

SS&C Named Among World's Top 500 Software and Service Providers

SS&C was ranked 148th this year based on its 2011 total corporate revenues of $370.8 million, which was an increase of 12.7 percent over 2010.

Swiss private bank goes live with New Access front office solution

The functional capabilities of the solution and its fast implementation process were not the only reasons for this acquisition. Bank Leumi purchased Banque Safdié in 2011 and it needed a solution that could support the migration process and integra

Wealth management and broking technology specialist wins 'Best Software Provider' award

The Best Software category is awarded to companies who have shown outstanding technology and service in the UK Platform market.

Cluster Family Office Becomes First Spanish Firm to Launch SAGE SA’s Prospero Software

Cluster Family Office is a Barcelona-based international wealth management firm.

GAIN Capital CIO Jumps to Scivantage

In his new role, Haines will be responsible for working with the management team to enrich the company’s business growth and client services strategy, as well as streamline product development and delivery.

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.

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