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Technology and software solutions

Aviva partners with Plug and Play

Aviva partners with Plug and Play

Tue, 23/08/2016 - 10:29

Aviva is to partner with Plug and Play, a global digital start-up accelerator headquartered in Silicon Valley. »

Hearsay launches client engagement platform for financial advisers

Wed, 17/08/2016 - 13:08

Hearsay Social has launched Hearsay 360, an engagement platform designed to enable financial advisers and insurance agents build stronger client relationships across social media, adviser websites, email and text messaging. »

Smead Capital goes live with SS&C's Global Wealth Platform

Smead Capital goes live with SS&C's Global Wealth Platform

Wed, 17/08/2016 - 08:52

Smead Capital Management has implemented SS&C Technologies’ Global Wealth Platform (GEP), a cloud-based wealth and institutional asset management platform for private wealth managers and institutional asset managers. »

Sanlam UK selects Intelliflo’s Intelligent Office

Sanlam UK selects Intelliflo’s Intelligent Office

Mon, 15/08/2016 - 10:24

Sanlam UK, part of the global Sanlam Group, has selected Intelliflo’s Intelligent Office (iO) solution. »

Nuveen teams with Artivest to provide easier access to alternative investments

Nuveen teams with Artivest to provide easier access to alternative investments

Wed, 10/08/2016 - 07:11

Nuveen has teamed with Artivest, a technology-driven alternatives investment platform, to bring alternative investments capabilities to RIAs, family offices, private banks and other financial advisers serving qualified high-net-worth investors. »

JHC partners with APSU to deliver FIGARO Managed Service

Mon, 08/08/2016 - 14:02

Wealth management solutions provider JHC has signed a contract with technology company APSU for cloud-based services to enhance its FIGARO Managed Service offering. »

Marc Schroter

New SimCorp Dimension release strengthens front office, performance and reconciliation functionality

Thu, 04/08/2016 - 09:42

SimCorp has released version 6.0 of its integrated investment management solution, SimCorp Dimension. The new release, which is the second of this year’s two releases, introduces a number of new modules and enhancements across front, middle and back office. »

Nick Eatockm Intelliflo

Intelliflo opens access to Intelligent Office data

Mon, 01/08/2016 - 10:38

HgCapital portfolio company Intelliflo has launched an Open API for its business management system, Intelligent Office (iO), enabling its adviser and supplier partners to integrate their own solutions and processes fully with the data and functionality within iO. »

Boston Trust selects Advent Outsourcing Services

Boston Trust selects Advent Outsourcing Services

Fri, 29/07/2016 - 07:05

Boston Trust & Investment Management Company has selected Advent Outsourcing Services for the firm's enhanced hosting and data management needs. »

Fidelity launches Fidelity Go advisory solution for ‘digital first’ investors

Thu, 28/07/2016 - 07:27

Fidelity Investments has launched Fidelity Go, an advisory solution designed for investors seeking a team to manage their money through a simple digital experience. »

Sparkfin to provide Nasdaq Last Sale real-time market data

Tue, 26/07/2016 - 14:59

SparkFin, developer of the first natively mobile stock discovery and sharing platform, is to provide customers with real-time market data through Nasdaq Last Sale to ensure stock market consumers get accurate data, ideas and real-time stock notifications delivered directly to their mobiles. »

Alpima selects Advent Portfolio Exchange and Moxy

Alpima selects Advent Portfolio Exchange and Moxy

Tue, 26/07/2016 - 14:55

Alpima, a London-based advisory firm serving professional and institutional clients, has selected SS&C’s Advent Portfolio Exchange (APX) and Moxy to support its digital advisory platform. »

Financial services firms need to embrace new FCA guidelines or face data security risks, warns The Bunker

Financial services firms need to embrace new FCA guidelines or face data security risks, warns The Bunker

Tue, 26/07/2016 - 10:24

Organisations within the financial sector using, or considering, the cloud and other third party IT services must ensure they adhere to the new guidelines set out by the Financial Conduct Authority (FCA) and carry out the appropriate security risk assessments. »

Citi strengthens integrated custody offering

Citi strengthens integrated custody offering

Tue, 26/07/2016 - 10:15

Citi has further enhanced its integrated custody programme with extended cut-off times for global custody accounts serviced from London, Luxembourg and New York. »

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. »

features

Special Reports

The Bahamas – Destination of choice

The Bahamas – Destination of choice

Mon, 08/08/2016 - 11:03

Guides

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

Switzerland Hedge Fund Services 2016

Thu, 24/03/2016 - 10:12

In Focus

Cameron Lilja

Awards

Wealth Adviser Awards 2016

Wealth Adviser Awards 2016

Tue, 24/05/2016 - 09:14

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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Thu, 29/09/2016   - London
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