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Technology and software solutions

Data-driven FinTech company Certua to launch in the UK

Wed, 26/04/2017 - 10:12

Certua, a data driven fin-tech company, intends to launch to market in the UK later in 2017. »

Pinnacle Wealth Brokers selects Univeris' exempt market platform

Wed, 19/04/2017 - 14:45

Pinnacle Wealth Brokers has selected the Univeris technology platform to enhance and grow its business in the exempt market dealer (EMD) and private capital space. »

B2B route to robo advice recommended

Tue, 18/04/2017 - 09:41

Wealth management firm Celent has released a new report titled Robo in a Box: The UK Adviser and the Future of B2B Robo Advice. »

Chris Addy, Castle Hall

Castle Hall expands OpsMonitor with financial statement and ADV review services

Tue, 18/04/2017 - 09:18

Due diligence company Castle Hall Alternatives has expanded its OpsMonitor due diligence monitoring platform with a range of new features, accessed through the firm’s DueDiligenceProfessional online app, include detailed financial statement and ADV reviews, dashboards and analytics. »

Curt Overway, Managed Portfolio Advisors

MPA and Pershing launch unified managed account programme

Wed, 12/04/2017 - 07:07

Natixis Global Asset Management’s affiliate Managed Portfolio Advisors (MPA) has entered into an agreement with BNY Mellon’s Pershing to offer a flexible unified managed account programme to clients. »

Standard Chartered Private Bank launches wealth advisory tool

Fri, 07/04/2017 - 10:35

Standard Chartered Private Banking has launched ADVICE, a digital wealth advisory tool for its relationship managers (RMs) that integrates its suite of house views and investment recommendations with Thomson Reuters’ real-time market information. »

James Brearley & Sons selects JHC’s Figaro

Wed, 05/04/2017 - 10:44

Investment manager and stockbroking firm James Brearley & Sons is upgrading its systems architecture by implementing the JHC Figaro wealth management system. »

Altus provides foundation for Pensions Dashboard prototype

Tue, 04/04/2017 - 10:18

Altus Business Systems has delivered key components of the Pensions Dashboard prototype on behalf of NOW: Pensions. »

StatPro signs three-year contract with Canadian wealth business

Mon, 03/04/2017 - 09:30

StatPro Group, an AIM listed provider of cloud-based portfolio analytics and asset pricing services for the global asset management industry, has signed a three-year CAD6 million (GBP3.6 million) contract extension with a large Canadian wealth business for its Software as a Service (SaaS) version of StatPro Seven, including an uplift in contract value over the three-year period of CAD1.2 million (GBP0.7 million). »

Craig Bridgewater, KPMG

KPMG survey reveals the impact of technology

Fri, 24/03/2017 - 14:00

To investigate the extent to which technology is disrupting the financial services sector, KPMG recently partnered with the Alternative Investment Management Association (AIMA) and the Managed Funds Association (MFA) to determine how managers are responding.  »

eMoney Advisor launches enterprise division

Fri, 24/03/2017 - 09:19

eMoney Advisor has launched eMoney for Enterprise, a division dedicated to supporting the needs of firms seeking scalable technology solutions. »

Niels Nielsen, ZEDRA

ZEDRA signs Sovos to automate multi-jurisdiction AEOI tax reporting

Tue, 21/03/2017 - 10:05

ZEDRA, an independent fund specialist in trust, corporate and fund services, has placed an order with Sovos – the tax compliance software experts – for its AEOI Reporting solution. »

Credential Financial chooses Nest Wealth Pro

Thu, 16/03/2017 - 12:59

Canadian wealth management firm Credential Financial has chosen the Nest Wealth Pro digital platform to power its new digital advice offering for its partners. »

Johan Glozman, ACA

Backstop and ACA complete cloud-to-ground database integration

Thu, 16/03/2017 - 12:47

Backstop Solutions Group, a provider of cloud-based productivity solutions for hedge funds, funds of funds, pensions, endowments, foundations, private equity firms, consultants and family offices, and ACA Technology Solutions, a provider of investment management and regulatory technology solutions, have completed an API integration of their solutions. »

First European Fintech UCITS ETF from Source

Mon, 13/03/2017 - 14:38

Source has launched Europe’s first UCITS ETF focused solely on financial technology (fintech) companies. The company writes that fintech is one of the biggest growth stories of the century so far but, until now, there hasn’t been an easy way to get broad exposure. »

Intelliflo to provide business management system to Greystone Financial Services

Mon, 13/03/2017 - 10:19

Greystone Financial Services has chosen Intelliflo’s Intelligent Office (iO) as its business management system following a review of systems offering web-based solutions. »

Jason Tu, Mioying Financial Technology

Mioying launches MPro wealth management platform

Thu, 09/03/2017 - 09:11

Mioying, a fintech start-up backed by Chinese venture capital firm ZhenFund, is launching its wealth management platform MPro in Hong Kong. »

Jonathan Bloch, EDI

EDI and Investment Tools launch Woodseer Dividend Forecasting service

Tue, 07/03/2017 - 13:48

Exchange Data International (EDI) and Investment Tools have partnered to launch Woodseer Dividend Forecasting – a dividend forecasting data-set with global coverage. »

Wealthify appoints LexisNexis Risk Solutions for customer on-boarding

Thu, 02/03/2017 - 13:26

Wealthify has appointed LexisNexis Risk Solutions to expedite customer on-boarding while reducing costs for anti-money laundering (AML) compliance. »

Matchmaker service launched for businesses seeking cash

Wed, 01/03/2017 - 13:44

A technology business has launched a new way of matching firms starved of cash with businesses who are willing to purchase their invoices. »

Intelliflo adds Hearsay’s adviser cloud marketing tool to Intelligent Office

Thu, 23/02/2017 - 10:07

Intelliflo’s Intelligent Office (iO) is going social with the integration of Hearsay Systems’ flagship adviser cloud platform, which enables advisers to manage their social media and local, search-optimised web presences all from a single dashboard. »

Profile Software release new version of Axia

Tue, 07/02/2017 - 08:52

Profile Software has released an upgrade to Axia, its web-based wealth management and family office platform. »

Jonathan Bloch, Exchange Data International

EDI services available via The Beast Apps

Tue, 24/01/2017 - 13:20

Clients of Exchange Data International (EDI) will now have access to worldwide corporate actions, closing prices and reference data via The Beast Apps, in addition to the BondΣ service, which is already available. »

Kim Cramer Larsson, Saxo Bank

Saxo Bank makes technical analysis actionable with Autochartist integration

Mon, 23/01/2017 - 10:53

Saxo Bank is integrating Autochartist’s tools into SaxoTraderGO, enabling clients to trade based on automated technical analysis and live trade signals across asset classes. »

Kymin launches robo-advice tool via Intelliflo’s iO

Mon, 23/01/2017 - 09:53

Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP), for clients with between GBP1,000 and GBP50,000 to invest. »

Aperio to implement Linedata’s investment management solutions

Wed, 18/01/2017 - 09:24

Aperio Group, a USD16 billion research-based investment manager specialising in active tax management, factor tilts and socially responsive strategies for high net worth investors, is to implement Linedata’s range of investment management solutions. »

Mike Dargan, UBS

UBS signs agreement with EPAM

Wed, 18/01/2017 - 08:55

Wealth management firm UBS has signed a multi-year framework agreement with EPAM Systems, a provider of product development and software engineering solutions. »

Stefan Willebrand, Bricknode

Bricknode launches full brokerage system in the cloud

Wed, 18/01/2017 - 08:38

Bricknode has launched a Software as a Service solution for financial brokers and dealers called Bricknode Broker, which allows brokers to launch a complete online brokerage system with a click. »

Lombard International Assurance launches digital platform

Tue, 17/01/2017 - 09:32

Lombard International Assurance, a provider of wealth structuring solutions for high-net-worth individuals, has launched a digital platform called Connect, which provides online and secure access to client data and transaction information. »

Bill Sherman, Ipreo

First Euro deal executed on Ipreo’s Investor Access solution

Fri, 13/01/2017 - 09:33

Within days of first use investors and banks have expanded the coverage of Ipreo's Investor Access solution to an Asian issuer in Euros, with a five-year EUR-denominated EMTN transaction executed for Sumitomo Mitsui Financial Group. »

features

In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 08:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 15:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 14:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 10:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 11:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 13:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 15:43

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