Picture of a man with megaphone making announcement

Profile Software releases Axia Suite 2.1

Fri, 15/02/2019 - 15:23

Profile Software, an international financial solutions provider, has launched Axia Suite release 2.1., which the company says delivers advanced investment management, compliance and reporting capabilities. »

Imagineer and Solovis partner to deliver qualitative research management in multi-asset class portfolio management platform

Wed, 13/02/2019 - 09:01

Solovis, a multi-asset class portfolio management, analytics and reporting platform for limited partners, asset owners and allocators, has partnered with Imagineer Group to enable clients to easily integrate the Solovis platform with Imagineer’s qualitative research management platform, Synap. »

Smith & Williamson adopts Avaloq’s SaaS solution

Tue, 12/02/2019 - 08:36

Smith & Williamson, a UK-based financial and professional services firm, has adopted Avaloq’s Software as a Service (SaaS) solution. »

Dunstan Thomas launches Integro CX

Mon, 11/02/2019 - 09:41

Retirement solutions specialist Dunstan Thomas has launched Integro CX as it increases its focus on delivering highly secure and yet flexible, role-based portals and dashboards to wealth managers, providers and platforms alike. »

United Income releases expanded version of wealth management software

Wed, 06/02/2019 - 08:38

United Income, an independent wealth management software company, has released an expanded version of its wealth management software. »

Tiphaine Saltini, Neuroprofiler

Behavioural finance tool aids client insight

Mon, 28/01/2019 - 13:00

French-based fintech start-up Neuroprofiler assesses investment profiles through behavioural finance to improve compliance and client insight. Dr Tiphaine Saltini, CEO and founder, explains that the firm is on its second round of fund raising, looking to raise GBP1 million from family offices.  »

WealthTech firm WeInvest enters North Asia markets

Mon, 28/01/2019 - 09:18

WeInvest, a Singapore-based WealthTech firm, has moved into North Asia with the appointment of Thomas Tse as Head of Sales.  »

Picture of a man with megaphone making announcement

Great Eastern selects Eagle’s IBOR solution

Thu, 24/01/2019 - 09:10

Great Eastern has selected Eagle ACCESS, BNY Mellon’s Eagle Investment System’s secure private cloud, as well as the Eagle Investment Book of Record (IBOR) solution. »

GDPR a significant driver in adviser tech adoption, says Intelliflo

Fri, 18/01/2019 - 09:39

The General Data Protection Regulation (GDPR) introduced on 25 May 2018 was a significant driver for advisers to adopt new technology to assist in staying the right side of the law, according to Intelliflo. »

TD Ameritrade enables investors to instantly fund brokerage accounts using Apple Pay

Wed, 16/01/2019 - 10:07

TD Ameritrade has introduced the ability for individual investors to instantly fund a brokerage account with Apple Pay through Apple Business Chat in the Messages app on iPhone and iPad. »

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