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Technology and software solutions

Intelliflo adds Hearsay’s adviser cloud marketing tool to Intelligent Office

Thu, 23/02/2017 - 10:07

Intelliflo’s Intelligent Office (iO) is going social with the integration of Hearsay Systems’ flagship adviser cloud platform, which enables advisers to manage their social media and local, search-optimised web presences all from a single dashboard. »

Profile Software release new version of Axia

Tue, 07/02/2017 - 08:52

Profile Software has released an upgrade to Axia, its web-based wealth management and family office platform. »

Jonathan Bloch, Exchange Data International

EDI services available via The Beast Apps

Tue, 24/01/2017 - 13:20

Clients of Exchange Data International (EDI) will now have access to worldwide corporate actions, closing prices and reference data via The Beast Apps, in addition to the BondΣ service, which is already available. »

Kim Cramer Larsson, Saxo Bank

Saxo Bank makes technical analysis actionable with Autochartist integration

Mon, 23/01/2017 - 10:53

Saxo Bank is integrating Autochartist’s tools into SaxoTraderGO, enabling clients to trade based on automated technical analysis and live trade signals across asset classes. »

Kymin launches robo-advice tool via Intelliflo’s iO

Mon, 23/01/2017 - 09:53

Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP), for clients with between GBP1,000 and GBP50,000 to invest. »

Aperio to implement Linedata’s investment management solutions

Wed, 18/01/2017 - 09:24

Aperio Group, a USD16 billion research-based investment manager specialising in active tax management, factor tilts and socially responsive strategies for high net worth investors, is to implement Linedata’s range of investment management solutions. »

Mike Dargan, UBS

UBS signs agreement with EPAM

Wed, 18/01/2017 - 08:55

Wealth management firm UBS has signed a multi-year framework agreement with EPAM Systems, a provider of product development and software engineering solutions. »

Stefan Willebrand, Bricknode

Bricknode launches full brokerage system in the cloud

Wed, 18/01/2017 - 08:38

Bricknode has launched a Software as a Service solution for financial brokers and dealers called Bricknode Broker, which allows brokers to launch a complete online brokerage system with a click. »

Lombard International Assurance launches digital platform

Tue, 17/01/2017 - 09:32

Lombard International Assurance, a provider of wealth structuring solutions for high-net-worth individuals, has launched a digital platform called Connect, which provides online and secure access to client data and transaction information. »

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. »


Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

1 day 5 hours from now - Hong Kong
1 day 5 hours from now - Frankfurt
2 days 5 hours from now - Berlin
6 days 5 hours from now - New York
Tue, 07/03/2017   - London
Sun, 19/03/2017   - London
Mon, 20/03/2017   - London
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