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Technology and software solutions

Northern Trust helps clients evaluate costs

Northern Trust helps clients evaluate costs

Fri, 15/07/2016 - 08:45

Northern Trust is collaborating with CEM Benchmarking to offer a peer group, cost-benchmarking solution, comparing cost of services with the value provided by the service. »

P1 partners with Synaptic to provide risk profiling for DFM and investment platform

Thu, 14/07/2016 - 13:09

P1 Investment Management, a new discretionary fund management proposition for advisory firms, has partnered with Synaptic Software to provide independent risk profiling of its nine model portfolios. »

WEALTH at work signs up Intelliflo’s Intelligent Office

WEALTH at work signs up Intelliflo’s Intelligent Office

Thu, 14/07/2016 - 09:45

WEALTH at work, a provider of financial education in the workplace, has selected Intelliflo’s Intelligent Office (iO) to power its suite of services. »

Advicent launches new integration with BNY Mellon’s Pershing

Advicent launches new integration with BNY Mellon’s Pershing

Wed, 06/07/2016 - 12:28

Advicent has launched a new integration with Pershing’s NetX360 and its own NaviPlan financial planning tool. »

Investment managers must embrace technological innovation or risk being displaced, says SEI

Investment managers must embrace technological innovation or risk being displaced, says SEI

Wed, 06/07/2016 - 09:51

The investment management industry is lagging others in exploiting the vast potential of information technologies, and asset managers are under growing pressure to be more innovative and leverage emerging disruptions occurring in other industries. »

BBS Securities signs up to Aequitas fintech solution

BBS Securities signs up to Aequitas fintech solution

Tue, 05/07/2016 - 08:19

BBS Securities has signed up to offer Aequitas PTF Connect, the fund technology platform from Aequitas Technology Services (Aequitas Connect). »

Standard Chartered Bank selects Temenos’ WealthSuite platform

Mon, 04/07/2016 - 09:42

Standard Chartered Bank has selected Temenos’ integrated wealth management solution, WealthSuit, for deployment in more than 30 markets worldwide. »

Stewart Foster

Third Financial Software - Best Technology Provider - Transaction Processing

Tue, 24/05/2016 - 09:45

Third Financial Software has enjoyed another record year of growth, reports chief executive Stewart Foster, (pictured) and has almost doubled in size. Founded in 2008, Third Financial has gone from simple software to offering a software platform business and is now looking at the direct to consumer market.  »

Intelliflo PFP makes virtual face-to-face a reality with SaleMove technology

Thu, 12/05/2016 - 09:47

This summer advisers using Intelliflo’s Personal Finance Portal (PFP) will have the option to interact digitally with their clients via virtual face-to-face meetings, thanks to an integration with SaleMove.  »

Simply EQ adds ‘Wrapper Selector’ tool

Wed, 11/05/2016 - 10:01

EQ Investors (EQ), the boutique wealth manager led by John Spiers, has added a new selector wrapper tool to its Simply EQ investment-advice service.  »

Intelligent systems take the biscuit for new joint venture

Wed, 11/05/2016 - 08:19

The national IFA, pensions and employee benefits consultancy, LEBC Group, has entered into a joint venture with Northern Ireland’s Kerr Henderson of Northern Ireland, to produce software designed to enable advisers to work more efficiently in giving  advice using intelligent systems for fact-finding and report writing.  »

Informatica extends capabilities of Salesforce Financial Services Cloud with Informatica Cloud

Informatica extends capabilities of Salesforce Financial Services Cloud with Informatica Cloud

Wed, 09/03/2016 - 09:48

Informatica is extending the capabilities of Salesforce Financial Services Cloud with Informatica Cloud and its data management capabilities. »

BCV adds smartTrade Technologies to e-FX Trading Offering

BCV adds smartTrade Technologies to e-FX Trading Offering

Fri, 04/03/2016 - 09:20

Banque Cantonale Vaudoise (BCV), a Swiss cantonal bank, has released a new hosted FX solution to trade Spot, Forward, Swaps and Precious Metals based on smartTrade’s LiquidityFX. »

Stellar Labs targets UK private jet market

Stellar Labs targets UK private jet market

Tue, 16/02/2016 - 16:51

A new US based tech company called Stellar Labs is planning to shake up the private jet market in the UK by dramatically increasing the number of people flying privately and adding millions of pounds a year to the charter market. »

FxPro enhances infrastructure with Solace messaging and web streaming technology

FxPro enhances infrastructure with Solace messaging and web streaming technology

Tue, 16/02/2016 - 16:37

Online broker FxPro has partnered with Solace Systems to boost the capacity and performance of its messaging infrastructure, in what is the latest strategic step for meeting the demands of its growing client base. »

AJ Bell launches new cash management tools

AJ Bell launches new cash management tools

Tue, 09/02/2016 - 10:03

AJ Bell has launched a new suite of cash management tools for financial advisers on its Investcentre platform. The launch is the latest in a series of enhancements to the platform over the past 12 months. »

Nikko Asset Management adopts SmartStream’s TLM OnDemand for reconciliations

Nikko Asset Management adopts SmartStream’s TLM OnDemand for reconciliations

Wed, 03/02/2016 - 09:45

Nikko Asset Management has implemented SmartStream’s TLM OnDemand as its cloud-based reconciliations solution. »

Pete Sinisgalli

Eze Software Group sees record growth in 2015

Fri, 29/01/2016 - 10:21

Eze Software Group experienced record growth in 2015 across its product lines within the Eze Software Investment Suite.  »

James Willaims, Hedgeweek

Man & machine: Building a knowledge platform to develop predictive prowess in asset management

Thu, 17/12/2015 - 12:38

Big changes are afoot across a broad spectrum of the financial services industry. For example, in the wealth management and investment advisory space, thanks to huge technological developments in recent years, traditional wealth managers have a new competitor to face; the robo adviser, which sounds exciting but it is less the Terminator and more machine learning software, using algorithms to learn investor behaviour and automatically invest into portfolios based on clients' goals and risk threshold.  »

Jeffrey Shoreman, Eze Software Group

Using systems integration to drive efficiency

Wed, 09/12/2015 - 10:14

These are exciting times for the financial technology sector. In the last few years, market complexity has grown in response to increased regulatory demands, increased investor due diligence requirements, more complex fund strategies and even how hedge funds manage their balance sheets with their prime brokers.  »

GFSC updates handbooks on use of technology in due diligence process

GFSC updates handbooks on use of technology in due diligence process

Thu, 26/11/2015 - 15:28

The Guernsey Financial Services Commission (GFSC) has issued annexes to the Handbooks for Financial Services Businesses and Prescribed Businesses on Countering Financial Crime and Terrorist Financing on the use of technology in the customer due diligence process. »

PortfolioMetrix adds integration with O&M Profiler

PortfolioMetrix adds integration with O&M Profiler

Wed, 18/11/2015 - 16:39

Investment fund management firm PortfolioMetrix has added an integration with O&M Profiler, a research, analysis and reporting system for financial advisers. »

Mark Loosmore, IRESS

What should advisers be demanding of their technology?

Mon, 02/11/2015 - 13:42

Advisers should be looking for smartphone-like, integrated advice technology systems, says Mark Loosmore of IRESS… »

Charles Stanley Direct launches new Apple Watch news App

Charles Stanley Direct launches new Apple Watch news App

Wed, 14/10/2015 - 13:29

Charles Stanley Direct has launched a news service application (app) which connects both current and prospective clients to the company’s news, expert commentary, analysis and opinion. »

BoAML expands CashPro Invest to Europe

BoAML expands CashPro Invest to Europe

Thu, 24/09/2015 - 14:02

CashPro Invest, an online liquidity management and investment order entry tool, is now available for use by Bank of America Merrill Lynch (BoAML) clients in Europe. »

UK pension administrator RPMI Railpen adopts Eagle system

UK pension administrator RPMI Railpen adopts Eagle system

Tue, 11/08/2015 - 13:13

RPMI Railpen, a pension provider in the UK, has deployed Eagle Investment System’s enterprise data management solution, using Eagle ACCESS(SM), Eagle’s secure private cloud.  »

BMO Global Asset Management launches customisable iPad app for financial advisors

BMO Global Asset Management launches customisable iPad app for financial advisors

Fri, 31/07/2015 - 07:31

BMO Global Asset Management has unveiled a new iPad app designed to promote resource sharing and provide performance tracking for financial advisors and other investment professionals. »

MetLife introduces QLAC for qualified individual retirement accounts

MetLife introduces QLAC for qualified individual retirement accounts

Tue, 21/07/2015 - 11:30

MetLife’s Guaranteed Income Builder deferred income annuity is now available as a qualifying longevity annuity contract (QLAC) for individual clients. »

David Ferguson

Nucleus pilots Wrapstore

Mon, 13/07/2015 - 13:55

Nucleus, the adviser-built wrap, has begun to roll out its Wrapstore initiative, an app store where Nucleus users can access an extended range of services to further improve efficiency. »

Alessander Ferrari

RIMES adds trench of new data sources to meet buy-side requirements

Fri, 10/07/2015 - 07:47

RIMES, a provider of managed data services for the buy-side, has announced a number of new data sources in its portfolio, which were added in the first half of 2015.  »

features

Special Reports

Guide to ETFs for Wealth & Asset Managers
Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

In Focus

Howie Li

ETFs under the microscope

Wed, 10/02/2016 - 13:01

Profile

Simon Ruthers

Tax motivated investments gain traction

Wed, 18/05/2016 - 09:14

Interview

events
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Wed, 21/09/2016   - London
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