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Technology and software solutions

Mehul Kotedia, KYCme.com

KYCme.com – Most Innovative Product

Thu, 21/05/2015 - 14:45

The problems of securing primary ‘know your client’ information were the driving force behind Mehul Kotedia’s launch of KYCme.com in 2009. Kotedia (pictured), a Channel Islands based accountant and tax adviser had observed the laborious process of gathering a potential client’s primary ‘know your client’ information to fulfil due diligence requirements for anti-money laundering and other regulations. »

Stewart Foster, Third Financial Software

Third Financial Software – Best Technology Provider

Thu, 21/05/2015 - 14:43

Third Financial Software is a family owned company, founded in 2008 father and son team, Roger Foster, non-executive chairman and chief executive Stewart Foster (pictured). Foster Senior started in the IT industry in 1965 so brought a wealth of experience to the new business, while Foster Junior had 14 years of experience of financial services. »

Swedish flag

CRYEX to establish crypto currency exchange and clearinghouse

Tue, 19/05/2015 - 18:30

A new start-up in digital currency, CRYEX, has filed an application with the Swedish Financial Supervisory Authority (Finansinspektionen) to become one of the world’s first regulated crypto currency clearing organisations.  »

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IDB Bank selects FolioDynamix Wealth Management Technology Platform

Thu, 14/05/2015 - 15:00

IDB Bank has selected the FolioDynamix wealth management technology platform, which will provide the firm with a single interface and unified processes for proposal generation, research, investment model management and trade order management.  »

man with megaphone

Digital wealth management entrants here to stay, says EY report

Wed, 13/05/2015 - 09:00

Digital wealth management firms have introduced disruptive industry changes that are here to stay, and traditional players need to act quickly to determine how to stay competitive, says EY. »

man with megaphone

PKB Privatbank implements SunGard Ambit private banking suite

Mon, 11/05/2015 - 09:00

PKB Privatbank (PKB), a Swiss private bank headquartered in Lugano, has implemented SunGard’s Ambit Private Banking solution suite to acquire greater flexibility, operational efficiency and agility to support the bank’s long-term growth strategy. »

India

Online channels key to future asset growth in India

Thu, 30/04/2015 - 06:00

Online channels are likely to become the fastest and most effective way to reach out to the more rural districts of India in the next few years, with social media, blogs, and online advertisements through third-party websites, as well as webcasts and podcasts, already being used. »

Thumbs up

Objectway launches Wealth in One fully hosted investment solution

Wed, 29/04/2015 - 19:35

Objectway, a provider of software and services to the EMEA investment management industry, has released its fully hosted digitally enabled investment management solution – Wealth in One. »

clouds

Advisor Software launches Wealth Management Cloud platform

Thu, 19/03/2015 - 15:00

Advisor Software has launched the Wealth Management Cloud, a cloud platform providing a comprehensive, highly scalable and integrated suite of services and resources for wealth management businesses. »

man with laptop

BNY Mellon automates loan documentation process for investment managers

Tue, 17/03/2015 - 11:00

BNY Mellon is introducing a service that enables investment managers trading bank loans to automatically transmit loan trade documents to BNY Mellon through secure online channels.  »

tick

Wealth management tech firm WDX reports 700% revenue growth

Wed, 19/11/2014 - 06:00

Technological and cultural change demanded by conduct risk regulations for the UK’s wealth and Investment management sector has enabled  »

social media

Social media for asset managers

Tue, 18/11/2014 - 13:05

SEI’s Lori White explains how social media platforms such as Twitter and LinkedIn can help investment managers market their business. »

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Emerging Crowd to unlock investment opportunities in frontier and emerging markets

Wed, 12/11/2014 - 06:30

A new online platform is, for the first time, giving UK-based investors the chance to invest in some of the most exciting frontier and emerging growth companies in the world. »

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Meeschaert implements Linedata for front-to-back asset management workflows

Mon, 03/11/2014 - 14:00

Meeschaert Asset Management has implemented Linedata Front Office Platform to manage its complete front-to-back asset management workflow across its business. »

Coins

3D Asset Management launches WealthConductor

Wed, 29/10/2014 - 11:36

3D Asset Management has launched WealthConductor, a programme for advisors who are experienced in retirement income (RI) planning as well as advisors who would like to add RI planning to their practice.  »

iPad

MPI releases mobile app for advisors and asset management firms

Tue, 28/10/2014 - 14:00

Markov Processes International (MPI), a provider of tools for analysing investment performance and risk, has released MPI Stylus Web as a mobile application for the iPad, Android and Microsoft Surface tablets. »

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SGSS mandated by SCM Private for online wealth management solutions

Tue, 28/10/2014 - 09:35

Societe Generale Securities Services (SGSS) in the UK has been mandated by the investment company SCM Private to provide a wealth and investment management administrative outsourcing solution for its three direct-to-consumer online wealth management solutions – SCM Direct.com, MoneyShe.com and SCM 50.com. 

 »

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AppCrown collaborates with Pareto Platform CRM

Mon, 27/10/2014 - 05:30

AppCrown and Pareto Platform CRM have teamed up to create a single best practices solution for each financial advisory firm. »

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Buckingham/BAM selects inStream wealth management technology platform

Fri, 24/10/2014 - 11:39

Buckingham Asset Management/BAM Advisor Services has chosen the inStream planning-centric wealth management software platform to serve the 370-plus advisors representing the more than 140 client firms in its network. »

Man with laptop

Prydis partners with Creative Technologies to create end-to-end business and client management hub

Thu, 23/10/2014 - 11:57

Prydis, a UK wealth management firm, has implemented Creative Technologies’ suite of web-based software to power its business operations and client proposition. »

Trading screens

Charles River expands IBOR solution

Wed, 22/10/2014 - 14:30

Charles River has expanded its Investment Book of Record (IBOR) offering by integrating Interactive Data’s Corporate Actions Service as an integral part of the Charles River Investment Management Solution (IMS). »

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ConvergEx releases new commission management platform

Wed, 22/10/2014 - 11:54

ConvergEx Group’s Westminster Research Associates has released a new Commission Management Platform with enhanced navigation, usability and design features. »

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FlashFunders launches no-fee online equity funding platform

Fri, 17/10/2014 - 14:05

FlashFunders has launched a no-fee, online equity funding platform aimed at helping start-ups raise capital efficiently, while also opening up access to start-up investing for accredited investors. »

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Charles River adds Thomson Reuters pricing and reference data

Thu, 16/10/2014 - 10:00

Charles River, a front- and middle-office investment management solution provider, has enhanced its managed data service with the addition of Thomson Reuters pricing and reference data. »

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Hermes funds to be distributed over the Calastone Network

Wed, 15/10/2014 - 08:43

Hermes Investment Management has selected Calastone, the global funds transaction network, for the firm’s global order routing services. »

Electronic trading floor

Electronic transfers and re-registrations increase in the third quarter

Mon, 13/10/2014 - 11:20

Electronic transfers and re-registrations continued to increase during the third quarter of 2014, both in terms of the number of participants and also the volume of transfers, according to Altus Business Systems. »

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Bell State Bank & Trust rolls out UMA programme on FolioDynamix platform

Fri, 10/10/2014 - 16:02

Bell State Bank & Trust’s wealth management division has deployed the FolioDynamix wealth management technology platform. »

Risk

Pictet selects Wolters Kluwer’s financial risk solution to create integrated platform

Wed, 08/10/2014 - 14:00

The Pictet Group, the Switzerland-based independent wealth and asset manager, has selected Wolters Kluwer Financial Services’ financial risk management solution for operations at its head office in Geneva. »

Computer

Hawksford Group digitises information governance with OpenText

Wed, 08/10/2014 - 10:02

Hawksford Group has implemented OpenText’s Enterprise Information Management (EIM) strategy to create a digital process for improving information governance and compliance. »

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Trizic launches tech engine for wealth management industry

Wed, 01/10/2014 - 16:15

Trizic has launch the beta version of its platform, Trizic Accelerator. »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

features
Special report
State Street Global Advisors – Volatility and the benefits of downside protection strategies

State Street Global Advisors has unveiled the results of an in-depth survey of 420 senior executives within global private and public pension plans, endowments, foundations and sovereign wealth funds, summarised in this keynote Hedgeweek Special Report... »

Special report
Wealth Adviser Awards 2015

Wealth Adviser Awards 2015

Thu, 21/05/2015 - 13:50

The Wealth Adviser Awards 2015 were determined by the votes of Wealth Adviser's readers, who include wealth managers, IFAs, fund managers, family offices, law firms, accounting firms and other industry professionals. This Special Report includes the full list of winners plus links to video footage of the Awards... »

Special report
Commodities 2015: The outlook for investors

Investing in commodities can yield handsome returns, but investors need to focus sharply on timing and diversify their portfolios away from traditional safe havens and into sectors such as agriculturals and products such as ETFs. As one expert reveals in this special report, "Gold is not the only yellow commodity one should have in their portfolio"... »

Special report
Hedgeweek Special Report: The Bahamas – How it continues to evolve its funds industry

The Bahamas is taking steps to raise its profile as an attractive funds centre, continuing to build out the popular SMART Fund model template to provide a range of solutions for investment managers, plus its new ICON structure designed to appeal specifically to Brazilian investment managers and advisers.... »

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