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Technology and software solutions

GFSC updates handbooks on use of technology in due diligence process

GFSC updates handbooks on use of technology in due diligence process

Thu, 26/11/2015 - 15:28

The Guernsey Financial Services Commission (GFSC) has issued annexes to the Handbooks for Financial Services Businesses and Prescribed Businesses on Countering Financial Crime and Terrorist Financing on the use of technology in the customer due diligence process. »

PortfolioMetrix adds integration with O&M Profiler

PortfolioMetrix adds integration with O&M Profiler

Wed, 18/11/2015 - 16:39

Investment fund management firm PortfolioMetrix has added an integration with O&M Profiler, a research, analysis and reporting system for financial advisers. »

Mark Loosmore, IRESS

What should advisers be demanding of their technology?

Mon, 02/11/2015 - 13:42

Advisers should be looking for smartphone-like, integrated advice technology systems, says Mark Loosmore of IRESS… »

Charles Stanley Direct launches new Apple Watch news App

Charles Stanley Direct launches new Apple Watch news App

Wed, 14/10/2015 - 13:29

Charles Stanley Direct has launched a news service application (app) which connects both current and prospective clients to the company’s news, expert commentary, analysis and opinion. »

BoAML expands CashPro Invest to Europe

BoAML expands CashPro Invest to Europe

Thu, 24/09/2015 - 14:02

CashPro Invest, an online liquidity management and investment order entry tool, is now available for use by Bank of America Merrill Lynch (BoAML) clients in Europe. »

UK pension administrator RPMI Railpen adopts Eagle system

UK pension administrator RPMI Railpen adopts Eagle system

Tue, 11/08/2015 - 13:13

RPMI Railpen, a pension provider in the UK, has deployed Eagle Investment System’s enterprise data management solution, using Eagle ACCESS(SM), Eagle’s secure private cloud.  »

BMO Global Asset Management launches customisable iPad app for financial advisors

BMO Global Asset Management launches customisable iPad app for financial advisors

Fri, 31/07/2015 - 07:31

BMO Global Asset Management has unveiled a new iPad app designed to promote resource sharing and provide performance tracking for financial advisors and other investment professionals. »

MetLife introduces QLAC for qualified individual retirement accounts

MetLife introduces QLAC for qualified individual retirement accounts

Tue, 21/07/2015 - 11:30

MetLife’s Guaranteed Income Builder deferred income annuity is now available as a qualifying longevity annuity contract (QLAC) for individual clients. »

David Ferguson

Nucleus pilots Wrapstore

Mon, 13/07/2015 - 13:55

Nucleus, the adviser-built wrap, has begun to roll out its Wrapstore initiative, an app store where Nucleus users can access an extended range of services to further improve efficiency. »

Alessander Ferrari

RIMES adds trench of new data sources to meet buy-side requirements

Fri, 10/07/2015 - 07:47

RIMES, a provider of managed data services for the buy-side, has announced a number of new data sources in its portfolio, which were added in the first half of 2015.  »

Beverly Chandler

Study finds private equity faces fee pressure as it expands and grows

Mon, 29/06/2015 - 11:22

A survey of general and limited partners conducted by SunGard and Longitude Research has found that the private equity industry has good opportunities to grow and expand its reach, but its leaders predict mounting pressure on fees, costs and the amount of information provided. »

Irish flag

Mediolanum Asse Management selects Misys to strengthen IT capabilities

Wed, 24/06/2015 - 09:11

Irish Asset Manager, Mediolanum Asset Management Limited, has today announced it will be making further significant investments in its IT infrastructure to implement an innovative front-to-back solution to support its business. »

UK flag

Avaloq implements first fully integrated UK wealth management platform for Canaccord Genuity

Mon, 22/06/2015 - 09:00

The Avaloq group has successfully transitioned Canaccord Genuity Wealth Management in the UK and its offshore locations to a fully integrated modular software solution to support back, middle and front office functions. »


Family Office Exchange launches FOX Networks

Thu, 18/06/2015 - 11:30

Family Office Exchange (FOX), a global membership organisation of enterprise families and their key advisors, has introduced FOX Networks, a new way for members to problem solve and gain expertise in six key family office disciplines.  »


Man AHL launches ‘AHL Explains’ video series

Thu, 11/06/2015 - 19:00

Man AHL has launched a new video series, ‘AHL Explains’ outlining the key concepts in futures trend following, in a simple and accessible way. »


Coutts one of the first banks to offer Apple Pay to clients

Thu, 11/06/2015 - 14:30

Coutts clients will be amongst the first in the UK to use Apple Pay when it launches in the UK. »


Albion Financial Group turns to SS&C for cloud-based reporting solution

Thu, 11/06/2015 - 09:00

Albion Financial Group has selected the cloud-based client reporting solution available from SS&C’s Investment Intelligence Cloud (IMI Cloud). Albion is a fee-based Registered Investment Advisor (RIA) with USD900 million in assets under management. »


Guggenheim launches BulletShares ETF bond laddering tool

Thu, 04/06/2015 - 09:00

Guggenheim Investments has introduced an online resource to help advisors and investors use the firm’s BulletShares ETFs to build a more efficient laddering strategy consisting of investment-grade and high-yield ETFs with varying terms to maturity. »


Bitfinex and BitGo partner to create real-time proof of reserve bitcoin exchange

Thu, 04/06/2015 - 09:00

Bitfinex has unveiled a new bitcoin settlement and security architecture that for the first time ever offers complete segregation of all customer bitcoins.  »

Mehul Kotedia, – Most Innovative Product

Thu, 21/05/2015 - 14:45

The problems of securing primary ‘know your client’ information were the driving force behind Mehul Kotedia’s launch of in 2009. Kotedia (pictured), a Channel Islands based accountant and tax adviser had observed the laborious process of gathering a potential client’s primary ‘know your client’ information to fulfil due diligence requirements for anti-money laundering and other regulations. »

Stewart Foster, Third Financial Software

Third Financial Software – Best Technology Provider

Thu, 21/05/2015 - 14:43

Third Financial Software is a family owned company, founded in 2008 father and son team, Roger Foster, non-executive chairman and chief executive Stewart Foster (pictured). Foster Senior started in the IT industry in 1965 so brought a wealth of experience to the new business, while Foster Junior had 14 years of experience of financial services. »

Swedish flag

CRYEX to establish crypto currency exchange and clearinghouse

Tue, 19/05/2015 - 18:30

A new start-up in digital currency, CRYEX, has filed an application with the Swedish Financial Supervisory Authority (Finansinspektionen) to become one of the world’s first regulated crypto currency clearing organisations.  »

computer screen

IDB Bank selects FolioDynamix Wealth Management Technology Platform

Thu, 14/05/2015 - 15:00

IDB Bank has selected the FolioDynamix wealth management technology platform, which will provide the firm with a single interface and unified processes for proposal generation, research, investment model management and trade order management.  »

man with megaphone

Digital wealth management entrants here to stay, says EY report

Wed, 13/05/2015 - 09:00

Digital wealth management firms have introduced disruptive industry changes that are here to stay, and traditional players need to act quickly to determine how to stay competitive, says EY. »

man with megaphone

PKB Privatbank implements SunGard Ambit private banking suite

Mon, 11/05/2015 - 09:00

PKB Privatbank (PKB), a Swiss private bank headquartered in Lugano, has implemented SunGard’s Ambit Private Banking solution suite to acquire greater flexibility, operational efficiency and agility to support the bank’s long-term growth strategy. »


Online channels key to future asset growth in India

Thu, 30/04/2015 - 06:00

Online channels are likely to become the fastest and most effective way to reach out to the more rural districts of India in the next few years, with social media, blogs, and online advertisements through third-party websites, as well as webcasts and podcasts, already being used. »

Thumbs up

Objectway launches Wealth in One fully hosted investment solution

Wed, 29/04/2015 - 19:35

Objectway, a provider of software and services to the EMEA investment management industry, has released its fully hosted digitally enabled investment management solution – Wealth in One. »


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.  »


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  »

MediaWatch WA awards 2015

See interviews and presentation at the Wealth Adviser 2015 awards ceremony, held at Sketch, Mayfair on the 15th May .... »

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