Software Solutions

After nearly 12 months in operation, over 400 limited partner firms and more than 600 general partner firms from 60-plus countries actively use Palico. »

SEI has extended its relationship, which began in 2006, with Edgewood Management to provide the firm with a complete investment operations outsourcing solution encompassing all of Edgewood's investment products, including institutional, private client, and retail separate accounts. »

Edinburgh based asset manager Kames Capital has chosen BI-SAM’s B-One platform for performance measurement and attribution. »

Leveraging technology to provide a better experience for clients and advisers will be the strategic focus among wealth managers over the next two to five years, according to Ernst & Young's wealth management survey. »

Aviva has opened up its platform proposition to all advisers registered on the Aviva for Advisers (A4A) website, providing more advisers with access to the complete Aviva product range, including platform investment choices and packaged products through one single portal. »

Fiserv has made several new enhancements to its Unified Wealth Platform, including advanced trading and modelling capabilities, enhanced user interfaces, and improved model data reporting. »

Advent's Black Diamond portfolio management and reporting platform is now available to independent registered investment adviser firms who use Raymond James Financial as their custodian. »

UK boutique wealth manager Clariden Leu (UK) has selected Advent’s Portfolio Exchange (APX), Moxy and Advent Rules Manager to deliver portfolio management, trade order management and compliance. »

Hub Financial has extended its use of WealthServ to include processing of the firm’s segregated fund and mutual fund business, providing a unified wealth management platform. »

Hanlon Investment Management is now live on SS&C Technology’s Global Wealth Platform. »