Software Solutions

Skandia has launched a Capital Gains Reporting tool on the Skandia Investment Solutions platform. The new tool is the latest in a line of planned enhancements to the Skandia platform proposition, and follows the recent launch of its U-Skan 2.0 tool. »

Octopus Investments' discretionary fund management service, Octopus Portfolio Manager, is now available to investors via the Transact platform. »

A leading Dutch family office has selected SS&C Technologies' Global Wealth Platform (GWP) to streamline and automate their front- to back-office processes. »

Pershing Limited, a BNY Mellon Company, plans to launch a custodial platform this October, which will target independent financial advisers and financial planning businesses. »

Advent Software, Inc. ADVS 0.00% , a leading provider of software and services for the global investment management industry, today announced that Granite Springs Asset Management LLC has selected Advent Portfolio Exchange (APX) through Advent OnDemand for portfolio management and reporting. »

Hermening Advisory Services has selected the Netherby Wealth management Solutions' AdvisorWorks integrated wealth management platform. »

Altarius Asset Management Limited, the Malta-based asset management branch of Altarius Group, today announced the launch of its Fund Platform,  PARAGON S.I.C.A.V. plc (PARAGON) which is one of Malta's first independent fund platforms exclusively open  and dedicated to third party managers and Family Offices. »

HSBC Private Bank’s Private Wealth Solutions (PWS) has launched Core Trust Solutions. Globally integrated and globally consistent, Core Trust Solutions is a suite of solutions addressing clients' most common wealth planning needs - even when the assets involved are very considerable. »

JP Morgan has been selected by investment management firm Palmer Square Capital Management, a manager of hedge fund-of-funds partnerships and customised alternative investments, to provide Prime Custody Solutions for the recently launched Palmer Square Absolute Return Fund, the firm's first open-ended mutual fund. »

Advisor Group has launched its second generation platform for fee-based advisors: VISION2020 Wealth Management. The new platform is a web-based solution with cutting-edge portfolio management and trading tools, four unique investment options and simplified account administration that seamlessly integrates into existing open architecture technology. »