Technology & software solutions

Avaloq onboards Banque Morval onto Intesa Sanpaolo’s BPaaS solution in just nine months

Tue, 20/08/2019 - 10:24

Intesa Sanpaolo Private Bank (Suisse) SA and Avaloq have successfully onboarded Banque Morval onto Avaloq's Business Process as a Service (BPaaS) solution in just nine months. »

Tavistock Investments chooses Intelligent Office to support technology integrations

Mon, 19/08/2019 - 11:10

Tavistock Investments plc has chosen Intelliflo's Intelligent Office as its primary practice management system. The AIM listed financial services group has 200 advisers helping private clients look after more than GBP3 billion of investments, of which over GBP1 billionn is managed by its investment business, Tavistock Wealth. »

Walker Crips chooses Intelliflo's Intelligent Office for wealth management division

Tue, 13/08/2019 - 13:15

Walker Crips Group has chosen Intelliflo's Intelligent Office business management system to power its back, middle and front-end processes for its wealth management division. »

Satuit Technologies partners with DocuSign for secure investor portal

Tue, 13/08/2019 - 10:35

Satuit Technologies has partnered with DocuSign to allow clients to streamline the process of preparing, signing, acting on and managing digital agreements through the SatuitSIP Secure Investor Portal. »

Moody’s and RiskFirst comment on acquisition

Mon, 12/08/2019 - 09:15

News came at the end of July that Moody’s had acquired risk analysis firm RiskFirst in a move that allows Moody’s to extend its range of risk solutions to the institutional buyside and RiskFirst to extend its analytical capabilities. »

DataRobot launches first AI investment workflow with FactSet

Tue, 06/08/2019 - 12:56

DataRobot, a specialist in enterprise AI, has launched its first AI investment workflow, DataRobot on FactSet, an automated machine learning tool that helps financial services organisations – even those without extensive data science operations – incorporate AI into their investment workflows. »

KRM22 launches Digital Client Onboarding application through Global Risk Platform

Tue, 06/08/2019 - 10:37

KRM22, a provider of risk management technology and software for capital market firms, has partnered with Veridate Financial Limited to deliver its Digital Client Onboarding application through the Global Risk Platform. »

Morgan Stanley launches sustainable investing analytics and reporting application

Tue, 30/07/2019 - 10:03

Morgan Stanley (MS) has launched the Morgan Stanley Impact Quotient (Morgan Stanley IQ), a new sustainable investing analytics and reporting application designed to assist clients in further integrating social and environmental objectives into their investments. »

Optiva Securities selects JHC Neon to support new services

Fri, 26/07/2019 - 09:50

Optiva Securities is implementing JHC System’s JHC Neon (Neon) in a drive to increase control and transparency. The deal follows JHC’s recently announced partnership which makes Neon available for clients of Jarvis Investment Management (Jarvis). »

Optiva Securities implements JHC Neon

Thu, 25/07/2019 - 09:20

Hot on the heels of the news of its purchase by FNZ, wealth management fintech firm, JHC Systems has announced that Optiva Securities is implementing its JHC Neon system. The firm writes that the deal follows JHC’s recently announced partnership which makes Neon available for clients of Jarvis Investment Management. »