Sign up for free newsletter

 

Technology and software solutions

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. »

Gemini Alt and IASG Alternatives complete tech integration

Gemini Alt and IASG Alternatives complete tech integration

Wed, 14/09/2016 - 10:24

The Gemini Companies’ affiliate Gemini Alternative Funds has completed a software integration with IASG Alternatives. »

SS&C bolsters Black Diamond Wealth Platform with Riskalyze and Advizr partnerships

Tue, 13/09/2016 - 13:15

SS&C Technologies has expanded the capabilities of its Black Diamond wealth platform, with enhanced reporting and business intelligence capabilities and the addition of financial planning from Advizr and risk alignment from Riskalyze. »

Republic Wealth partners with ActiveAllocator

Mon, 12/09/2016 - 13:19

Active Allocator is to deliver asset allocation and portfolio construction methods to Republic Wealth Advisors’ clients. »

Acuity Trading launches news sentiment tools on Valutrades website

Fri, 09/09/2016 - 14:02

Acuity Trading has launched its news sentiment tools on the Valutrades website and MT4 platform. »

Wall Street Horizon corporate event data added to Thomson Reuters Eikon

Wall Street Horizon corporate event data added to Thomson Reuters Eikon

Fri, 09/09/2016 - 08:57

Wall Street Horizons’ Enchilada corporate event data service is now available via the App Studio in Thomson Reuters Eikon. »

Beeks Financial Cloud launches Beeks Marketplace

Beeks Financial Cloud launches Beeks Marketplace

Fri, 09/09/2016 - 08:54

Beeks Financial Cloud, a financial cloud infrastructure provider, has launched Beeks Marketplace, a cloud-based portal that enables real-time connectivity to a variety of exchanges, data feeds, trading tools and news services. »

RNC Genter chooses Fiserv’s Asset Manager Connect

RNC Genter chooses Fiserv’s Asset Manager Connect

Thu, 08/09/2016 - 09:50

RNC Genter Capital Management has selected Asset Manager Connect from Fiserv to increase access to managed account sponsors and grow the firm’s client base. »

First American Bank goes live on Innovest’s trust and wealth management platform

Thu, 08/09/2016 - 09:46

First American Bank has implemented InnoTrust, Innovest’s flagship trust and wealth management platform. »

Tech Mahindra and Barclays Wealth agree global relationship

Thu, 08/09/2016 - 09:42

Tech Mahindra and Barclays Wealth have entered into a strategic relationship for the provision of Avaloq Banking System and Charles River global application delivery.  »

EQ launches revamped client portal

Wed, 07/09/2016 - 13:47

EQ Investors, the boutique wealth manager led by John Spiers, has launched a client portal that gives investors a self-service environment with anytime access to portfolio and performance information. »

BNP Paribas IP goes live with Commcise global commission management platform

BNP Paribas IP goes live with Commcise global commission management platform

Tue, 06/09/2016 - 10:32

BNP Paribas Investment Partners has implemented CommciseBuy, an integrated commission management solution from Commcise. »

Monarch Wealth adds data planning and analysis tools to adviser console

Tue, 06/09/2016 - 10:22

Monarch Wealth has partnered with Ticoon Technology to add additional functionality to its end-to-end digital platform and fully integrated adviser console. »

GamCrowd launches tech-focused industry learning resource

Mon, 05/09/2016 - 10:39

GamCrowd.com has launched a free-to-access, technology-focused online service, which is set to be the home of innovation and ideas for the gambling industry. »

LinkedIn still number one as UK advisers continue to get social

Fri, 02/09/2016 - 09:51

Use of social media by UK advisers is up for the third year running, according to Intelliflo’s third annual survey into social media usage, with 70 per cent of Intelliflo’s Intelligent Office (iO) users now engaging in some sort of business social media activity. »

RFA launches secure multi-cloud platform

RFA launches secure multi-cloud platform

Wed, 31/08/2016 - 07:48

RFA (Richard Fleischman and Associates) has launched the RFA Multi-Cloud platform, which securely combines public and private cloud services into one managed solution. »

Manulife joins forces with indico data solutions on Deep Learning technology

Manulife joins forces with indico data solutions on Deep Learning technology

Mon, 29/08/2016 - 12:14

Manulife's Lab of Forward Thinking (LOFT) is collaborating with indico data solutions, a Boston-based company that specialises in Deep Learning, as part of an effort to leverage best-in-class products and accelerate business adoption of innovative technologies such as Artificial Intelligence (AI), blockchain and virtual reality. »

Envestnet adds Navigator tool to Advisor Suite

Fri, 26/08/2016 - 10:30

Envestnet has integrated the Envestnet | PMC Portfolio Navigator into its Advisor Suite, providing streamlined access to its consulting and research offering and enabling customisation at the enterprise level.  »

Ipreo launches private company business

Ipreo launches private company business

Fri, 26/08/2016 - 06:50

Ipreo, a provider of market intelligence and workflow solutions to public issuers, sell-side firms and buy-side investors, is launching a new private company solutions (PCS) solution, Prism. »

Razormind to invest EUR5m in new European blockchain banks

Razormind to invest EUR5m in new European blockchain banks

Thu, 25/08/2016 - 15:12

Razormind has unveiled a EUR5 million plan to build and operate two blockchain banks in Europe, each powered by 100 per cent blockchain technology. »

US Bank Wealth Management partners with FutureAdvisor

Thu, 25/08/2016 - 07:38

US Bank Wealth Management is teaming up with FutureAdvisor to offer automated investing capabilities to clients of its affiliate, US Bancorp Investments. »

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. »

features

Interview

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

events
3 days 5 hours from now - London
4 days 5 hours from now - London
4 days 22 hours from now - London
training
Mon, 03/10/2016   - London
Mon, 03/10/2016   - London
Tue, 04/10/2016   - London
specialreports
other gfm publications