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Technology and software solutions

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 tips for investment managers

Tue, 18/11/2014 - 13:05

The rise of social media platforms like LinkedIn and Twitter has been unprecedented over the last couple of years. LinkedIn now has some 313 million users and in Q2 2014 its revenues rose by 47 per cent to USD534m reported the Wall Street Journal on 31 July 2014. »

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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. 

 »

Computer

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. »

Computer

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. »

Lisa Smith, Eze Castle Integration

SEC alert places cyber security risk at forefront

Mon, 29/09/2014 - 11:30

Cyber security has quickly become a headline risk for hedge fund managers. On 15 April 2014, the SEC issued its Cyber-Security Risk Alert, a detailed 26-point questionnaire that aims to address various elements of a hedge fund’s technical and operational infrastructure to determine how vulnerable it is to cyber attacks and data theft. »

Trading screens

Scivantage adds OptionsPlay Ideas to investment platform

Thu, 25/09/2014 - 14:28

Scivantage has added equities and options investing tool OptionsPlay Ideas to its investment platform. »

iPad

Scottrade Advisor Services adds Laser App Anywhere to platform

Wed, 24/09/2014 - 06:02

Scottrade Advisor Service has added Laser App’s form-filling solution to its custodian platform to help create more efficiency in a registered investment advisor’s business. »

James Williams, Hedgeweek

Data management and reporting solutions are key to achieving operational efficiency

Tue, 23/09/2014 - 15:32

It’s a fair assumption to say that the proliferation of hedge fund regulation has spurred technology providers to produce newer, innovative solutions.  »

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Thailand's SCB Asset Management live on Multi-Asset Charles River IMS

Thu, 18/09/2014 - 06:02

SCB Asset Management Company (SCBAM) now is live on the Charles River Investment Management Solution for automated portfolio management, execution management, and compliance monitoring. »

Trading screens

SimCorp clients live with latest EMIR trade reporting requirements

Tue, 09/09/2014 - 14:05

Following the second compliance deadline for reporting derivatives trades to a trade repository (TR), SimCorp clients have met the requirements as set out under the European Market Infrastructure Regulation (EMIR). »

Man with laptop

Advent reveals next generation of Black Diamond wealth management platform

Tue, 09/09/2014 - 10:03

Advent Software has revealed the next generation of its Black Diamond wealth management platform, which will see the platform evolve into a fully-featured wealth management offering. »

Clouds

Riskalyze launches Compliance Cloud big data platform

Thu, 04/09/2014 - 12:06

Riskalyze has launched a big data platform called Compliance Cloud, which aims to help large wealth management institutions sift through massive data and spot issues before they become problems. »

features
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.... »

Special report
State Street Global Markets – Fund Connect

This Special Report unveils the ways in which State Street Global Markets' Fund Connect ETF platform is bringing new levels of efficiency to the the ETF marketplace, and includes expert comment from the perspective of an AP.... »

Special report
Switzerland Hedge Fund Services 2015

Switzerland Hedge Fund Services 2015

Tue, 24/02/2015 - 19:14

New regulations are allowing hedge fund managers and institutional investors to take advantage of fresh opportunities in the Swiss market, from innovative new fund platforms to new fund strategies and structures that provide significant portfolio diversification opportunities... »

Comment
Richard Hoey, BNY Mellon

Global gross domestic product (GDP) growth should accelerate somewhat in 2015 and 2016 from the pace of the last three years because of much lower oil prices, the avoidance of special drags on the world economy, and continuing easy monetary policies from global central banks, according to  BNY Mellon Chief Economist Richard Hoey. Hoey (pictured) made the comments in his February outlook.  ... »

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