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Technology and software solutions

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. »

Robo-adviser Munnypot goes live

Thu, 12/01/2017 - 13:45

Munnypot, a new service aiming to offer clear, affordable online financial advice, is now live. »

HgCapital-backed Intelliflo integrates with Jitterbit

Thu, 12/01/2017 - 10:49

Intelliflo has integrated its financial adviser business software, Intelligent Office (iO), with Jitterbit to streamline access to its new Open API facility. »

Ivany implements FundCount software

Wed, 11/01/2017 - 09:50

Ivany Investment Group, a Sydney-based family office, has implemented FundCount software for its ability to bring automation, efficiency and consolidated reporting to the firm.  »

InvestCloud buys Babel Systems

Tue, 10/01/2017 - 12:06

California-based fintech firm InvestCloud Inc has acquired London-based Babel Systems Limited for USD20 million. Babel’s client base includes robo-adviser Nutmeg among other wealth managers and family offices. »

Five technology trends transforming the wealth manager and intermediary world

Mon, 09/01/2017 - 12:05

Alex Kerry, head of Winterflood Business Services, has written a note on the five trends in technology that he sees are transforming the working life of the intermediary. »

Jim Warren, SEI

SEI launches online solution for private fund investor transaction processing

Fri, 06/01/2017 - 14:18

SEI has launched SEI Trade, a cloud-based solution that automates the process of handling, documenting and tracking investors’ private fund transactions. »

Chase de Vere appoints Intelliflo to upgrade core IT operating system

Tue, 03/01/2017 - 15:19

Chase de Vere, the national firm of independent financial advisers, is partnering with Intelliflo, as it invests in technology solutions to upgrade its back, middle and front office systems. The project is being led by Bob Kelly, Chase de Vere’s Director of IT. »

SEB selects SimCorp Dimension as its back office solution

SEB selects SimCorp Dimension as its back office solution

Fri, 23/12/2016 - 09:15

SEB, a Swedish financial services firm, has selected SimCorp Dimension as its new back office platform, including transaction processing, reconciliation, settlement, accounting and derivatives processing. »

Pete Sinisgalli, Eze Software

Eze Software opens Toronto office

Wed, 21/12/2016 - 08:20

Eze Software Group, a provider of global investment management technology, has opened an office in Toronto. »

Jan Giller, ifund

ifund and fundinfo launch Digital-Advisor fund selection tool

Mon, 19/12/2016 - 14:00

ifund and fundinfo have launched Digital-Advisor, a cloud-based system for fund selection. »

Tom Driscoll, Charles River

Charles River expands hosting capabilities in Canada

Tue, 13/12/2016 - 09:09

Charles River Development has signed an agreement with CenturyLink, opening up its software-as-a-service offerings to buy-side clients in Canada. »

Lynn Martin, ICE Data Services

BlackRock Solutions integrates ICE Data Services’ CEP tool

Tue, 06/12/2016 - 09:04

Intercontinental Exchange (ICE) Data Services’ Continuous Evaluated Pricing (CEP) has been integrated into BlackRock Solutions’ Aladdin risk and enterprise investment system. »

Tom Driscoll, Charles River

DNCA selects Charles River IMS

Thu, 01/12/2016 - 14:17

Paris-based asset manager DNCA Investments is consolidating systems and automating its front and middle office with the Charles River Investment Management Solution (Charles River IMS). »

Digitisation ‘can help financial institutions overcome wealth management challenges’

Tue, 29/11/2016 - 10:17

Four interconnected drivers are changing the wealth and investment market – client expectations, regulation, technology and competition – and leveraging on digitisation can help financial institutions to overcome the challenges set by these drivers and to grow. »

Stefan Willebrand, Bricknode

Bricknode launches specialised transaction viewer for BFS

Mon, 28/11/2016 - 10:10

Bricknode has launched a new application in the Bricknode Add-On Marketplace called Transaction Viewer. »

Lee Hodgkinson, Euronext

Euronext selects LiquidMetrix for best execution analytics platform

Wed, 23/11/2016 - 08:44

Euronext has selected Strategic Insight’s LiquidMetrix as the best execution analytics platform for its equity, ETF and derivatives products. »

Intelliflo integrates DocuSign to Intelligent Office PFP

Mon, 21/11/2016 - 14:04

Intelliflo’s Intelligent Office (iO) has added DocuSign’s Digital Transaction Management (DTM) platform and eSignature service to its Personal Finance Portal (PFP). »

GAIN Capital launches

GAIN Capital launches

Thu, 17/11/2016 - 09:18

GAIN Capital Holdings has held the beta launch of, an international money transfer service, in the UK market.  »

Grow launches ESG investment analytics tool

Fri, 04/11/2016 - 13:36

Grow, a San Francisco-based fintech company focused on socially responsible investments, has launched Grow Analytics, a tool rating companies on their environmental, social and governance (ESG) practices. »

Five best practices for client communications

Mon, 31/10/2016 - 08:13

Intralinks’ Meghan McAlpine shares five reasons why wealth management groups should think about using online communication platforms to improve the way they interact and share information with their investors; a key consideration today as wealth transfers from baby boomers to millennials. »

Silvercrest selects OpenText to modernise analytics capabilities

Silvercrest selects OpenText to modernise analytics capabilities

Thu, 27/10/2016 - 10:20

Silvercrest Asset Management Group, a registered investment adviser that provides asset management and family office services, has selected OpenText to modernise its reporting environment. »

Katipult and Mangopay launch UK P2P lending solution

Fri, 21/10/2016 - 09:44

Katipult has partnered with Mangopay to launch a disruptive lending solution in the UK, providing what it says is a “secure and flexible transaction environment to manage the incoming and outgoing payment flows”. »

Bill Stone, SS&C

SS&C named global middle office services provider by Russell Investments

Thu, 20/10/2016 - 10:15

Russell Investments has selected SS&C Technologies to provide a full range of middle office services for its GBP244 billion in assets under management, including investment accounting, performance measurement, trading support and data management. »

Peter Zangari, MSCI

MSCI upgrades fixed income model suite

Tue, 18/10/2016 - 09:15

MSCI has made updates to its fixed income risk model suite. »

LendingRobot and Millennium Trust launch peer lending product for advisers

Fri, 14/10/2016 - 11:22

LendingRobot, the peer lending robo-adviser, has launched a product connecting to the Lending Club platform called LendingRobot For Advisors. »

Shilpi Chowdhary, Lighthouse Canton

Lighthouse Canton launches hedge fund strategies via robo-adviser

Mon, 10/10/2016 - 10:52

Lighthouse Canton is offering accredited investors access to hedge fund strategies without hedge fund costs via the firm’s app store robo-adviser. »

Scott Sherman, Imagine Software

Imagine Software - Best Risk Management Software Provider

Mon, 03/10/2016 - 13:15

New York-headquartered Imagine Software celebrated its 23rd birthday this July. Still privately owned and run by Scott Sherman, Steven Harrison, Dr Lance Smith and David Miller, Imagine has long been viewed as one of the financial industry's leading provider of real-time portfolio, risk management and regulatory systems.  »

Joe Brekelmans, Great-West Life

Multifonds delivers single investment accounting platform for Great-West Life

Mon, 03/10/2016 - 10:33

Multifonds, a provider of single-platform, multi-jurisdictional investment fund software, has gone live with The Great-West Life Assurance Company, a Canadian insurer with over CAD400 billion in assets under administration. »

Russell Investments’ Adaptive Retirement Accounts to leverage ERS QuILTS technology

Mon, 26/09/2016 - 14:56

Russell Investments is extending the availability of its Adaptive Retirement Accounts, a customised managed account option designed to be used as a qualified default investment alternative (QDIA) option for defined contribution plan participants, by leveraging Envestnet | Retirement Solutions’ Qualified Individualised Life Target Solutions (ERS QuILTS) technology. »



Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Guide to ETFs for Wealth & Asset Managers
Managed Account Platforms 2016

Managed Account Platforms 2016

Mon, 12/12/2016 - 10:24

Alternative UCITS 2016

Alternative UCITS 2016

Wed, 23/11/2016 - 13:57

Switzerland Hedge Fund Services 2016

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 09:12


Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 08:14

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