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Technology and software solutions

Lynn Martin, ICE Data Services

BlackRock Solutions integrates ICE Data Services’ CEP tool

Tue, 06/12/2016 - 09:04

Intercontinental Exchange (ICE) Data Services’ Continuous Evaluated Pricing (CEP) has been integrated into BlackRock Solutions’ Aladdin risk and enterprise investment system. »

Tom Driscoll, Charles River

DNCA selects Charles River IMS

Thu, 01/12/2016 - 14:17

Paris-based asset manager DNCA Investments is consolidating systems and automating its front and middle office with the Charles River Investment Management Solution (Charles River IMS). »

Digitisation ‘can help financial institutions overcome wealth management challenges’

Tue, 29/11/2016 - 10:17

Four interconnected drivers are changing the wealth and investment market – client expectations, regulation, technology and competition – and leveraging on digitisation can help financial institutions to overcome the challenges set by these drivers and to grow. »

Stefan Willebrand, Bricknode

Bricknode launches specialised transaction viewer for BFS

Mon, 28/11/2016 - 10:10

Bricknode has launched a new application in the Bricknode Add-On Marketplace called Transaction Viewer. »

Lee Hodgkinson, Euronext

Euronext selects LiquidMetrix for best execution analytics platform

Wed, 23/11/2016 - 08:44

Euronext has selected Strategic Insight’s LiquidMetrix as the best execution analytics platform for its equity, ETF and derivatives products. »

Intelliflo integrates DocuSign to Intelligent Office PFP

Mon, 21/11/2016 - 14:04

Intelliflo’s Intelligent Office (iO) has added DocuSign’s Digital Transaction Management (DTM) platform and eSignature service to its Personal Finance Portal (PFP). »

GAIN Capital launches

GAIN Capital launches

Thu, 17/11/2016 - 09:18

GAIN Capital Holdings has held the beta launch of, an international money transfer service, in the UK market.  »

Grow launches ESG investment analytics tool

Fri, 04/11/2016 - 13:36

Grow, a San Francisco-based fintech company focused on socially responsible investments, has launched Grow Analytics, a tool rating companies on their environmental, social and governance (ESG) practices. »

Five best practices for client communications

Mon, 31/10/2016 - 08:13

Intralinks’ Meghan McAlpine shares five reasons why wealth management groups should think about using online communication platforms to improve the way they interact and share information with their investors; a key consideration today as wealth transfers from baby boomers to millennials. »

Silvercrest selects OpenText to modernise analytics capabilities

Silvercrest selects OpenText to modernise analytics capabilities

Thu, 27/10/2016 - 10:20

Silvercrest Asset Management Group, a registered investment adviser that provides asset management and family office services, has selected OpenText to modernise its reporting environment. »

Katipult and Mangopay launch UK P2P lending solution

Fri, 21/10/2016 - 09:44

Katipult has partnered with Mangopay to launch a disruptive lending solution in the UK, providing what it says is a “secure and flexible transaction environment to manage the incoming and outgoing payment flows”. »

Bill Stone, SS&C

SS&C named global middle office services provider by Russell Investments

Thu, 20/10/2016 - 10:15

Russell Investments has selected SS&C Technologies to provide a full range of middle office services for its GBP244 billion in assets under management, including investment accounting, performance measurement, trading support and data management. »

Peter Zangari, MSCI

MSCI upgrades fixed income model suite

Tue, 18/10/2016 - 09:15

MSCI has made updates to its fixed income risk model suite. »

LendingRobot and Millennium Trust launch peer lending product for advisers

Fri, 14/10/2016 - 11:22

LendingRobot, the peer lending robo-adviser, has launched a product connecting to the Lending Club platform called LendingRobot For Advisors. »

Shilpi Chowdhary, Lighthouse Canton

Lighthouse Canton launches hedge fund strategies via robo-adviser

Mon, 10/10/2016 - 10:52

Lighthouse Canton is offering accredited investors access to hedge fund strategies without hedge fund costs via the firm’s app store robo-adviser. »

Scott Sherman, Imagine Software

Imagine Software - Best Risk Management Software Provider

Mon, 03/10/2016 - 13:15

New York-headquartered Imagine Software celebrated its 23rd birthday this July. Still privately owned and run by Scott Sherman, Steven Harrison, Dr Lance Smith and David Miller, Imagine has long been viewed as one of the financial industry's leading provider of real-time portfolio, risk management and regulatory systems.  »

Joe Brekelmans, Great-West Life

Multifonds delivers single investment accounting platform for Great-West Life

Mon, 03/10/2016 - 10:33

Multifonds, a provider of single-platform, multi-jurisdictional investment fund software, has gone live with The Great-West Life Assurance Company, a Canadian insurer with over CAD400 billion in assets under administration. »

Russell Investments’ Adaptive Retirement Accounts to leverage ERS QuILTS technology

Mon, 26/09/2016 - 14:56

Russell Investments is extending the availability of its Adaptive Retirement Accounts, a customised managed account option designed to be used as a qualified default investment alternative (QDIA) option for defined contribution plan participants, by leveraging Envestnet | Retirement Solutions’ Qualified Individualised Life Target Solutions (ERS QuILTS) technology. »

Gemini Alt and IASG Alternatives complete tech integration

Gemini Alt and IASG Alternatives complete tech integration

Wed, 14/09/2016 - 10:24

The Gemini Companies’ affiliate Gemini Alternative Funds has completed a software integration with IASG Alternatives. »

SS&C bolsters Black Diamond Wealth Platform with Riskalyze and Advizr partnerships

Tue, 13/09/2016 - 13:15

SS&C Technologies has expanded the capabilities of its Black Diamond wealth platform, with enhanced reporting and business intelligence capabilities and the addition of financial planning from Advizr and risk alignment from Riskalyze. »

Republic Wealth partners with ActiveAllocator

Mon, 12/09/2016 - 13:19

Active Allocator is to deliver asset allocation and portfolio construction methods to Republic Wealth Advisors’ clients. »

Acuity Trading launches news sentiment tools on Valutrades website

Fri, 09/09/2016 - 14:02

Acuity Trading has launched its news sentiment tools on the Valutrades website and MT4 platform. »

Wall Street Horizon corporate event data added to Thomson Reuters Eikon

Wall Street Horizon corporate event data added to Thomson Reuters Eikon

Fri, 09/09/2016 - 08:57

Wall Street Horizons’ Enchilada corporate event data service is now available via the App Studio in Thomson Reuters Eikon. »

Beeks Financial Cloud launches Beeks Marketplace

Beeks Financial Cloud launches Beeks Marketplace

Fri, 09/09/2016 - 08:54

Beeks Financial Cloud, a financial cloud infrastructure provider, has launched Beeks Marketplace, a cloud-based portal that enables real-time connectivity to a variety of exchanges, data feeds, trading tools and news services. »

RNC Genter chooses Fiserv’s Asset Manager Connect

RNC Genter chooses Fiserv’s Asset Manager Connect

Thu, 08/09/2016 - 09:50

RNC Genter Capital Management has selected Asset Manager Connect from Fiserv to increase access to managed account sponsors and grow the firm’s client base. »

First American Bank goes live on Innovest’s trust and wealth management platform

Thu, 08/09/2016 - 09:46

First American Bank has implemented InnoTrust, Innovest’s flagship trust and wealth management platform. »

Tech Mahindra and Barclays Wealth agree global relationship

Thu, 08/09/2016 - 09:42

Tech Mahindra and Barclays Wealth have entered into a strategic relationship for the provision of Avaloq Banking System and Charles River global application delivery.  »

EQ launches revamped client portal

Wed, 07/09/2016 - 13:47

EQ Investors, the boutique wealth manager led by John Spiers, has launched a client portal that gives investors a self-service environment with anytime access to portfolio and performance information. »

BNP Paribas IP goes live with Commcise global commission management platform

BNP Paribas IP goes live with Commcise global commission management platform

Tue, 06/09/2016 - 10:32

BNP Paribas Investment Partners has implemented CommciseBuy, an integrated commission management solution from Commcise. »

Monarch Wealth adds data planning and analysis tools to adviser console

Tue, 06/09/2016 - 10:22

Monarch Wealth has partnered with Ticoon Technology to add additional functionality to its end-to-end digital platform and fully integrated adviser console. »



Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Guide to ETFs for Wealth & Asset Managers
Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12


Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 08:14

In Focus

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