Managers of Wealth

Brown Advisory live with Calastone

Calastone is the only venue where the global fund industry can meet to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology.

ERI Bancaire's banking system announces new achievement

Oracle Database Ready and Oracle WebLogic Server Ready are part of the Oracle Exastack Ready program which allows partners, such as ERI, to be recognized by Oracle for developing, testing and tuning their applications on the latest component products of t

SEI Named Best Service Provider in the Middle East

The award is recognition of SEI's technologically-advanced solutions, along with its experience in servicing investment managers in the Middle East.

Frankfurter Bankgesellschaft implements Avaloq Banking System‎

“With Frankfurter Bankgesellschaft, another important player from the Swiss private banking community is now working with the Avaloq Banking System”, notes Francisco Fernandez, CEO of the Avaloq group.

Risk Management Arsenal Expands for Wealth Managers

As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.

Wealth managers embrace tablet technology

North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C

UBS Uses IPad to Let Clients Design Trading Algorithms‎

UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."

BondEdge Solutions Announces Launch of Wealth Management Offering

Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance

Skandia UK launches risk discussion app

Skandia UK has launched a financial adviser’s risk discussion app for iPhone and Android phones.

Central Trust selects new wealth management platform

InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes

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.

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