Broadridge Financial Solutions is aiming to bring new cloud-based solutions to Broadridge’s clients in the financial services industry.
Technology & software solutions
GAM Investments has signed a new long term licence agreement with investment management solutions provider SimCorp to consolidate its external front and middle office systems on to one platform.
Standard Life has been working with a number of discretionary managers to pioneer a new technology on its Wrap platform. “We are creating a partnership and connectivity between financial advisers and wealth managers, says Jenny Davidson (pictured), head of platform investment proposition, Standard Life.
MacKay Municipal Managers (MacKay), the municipal bond team of MacKay Shields, is to employ Artivest's open-architecture digital platform to bring its alternative solutions to financial advisors and qualified high-net-worth investors.
Temenos, a banking software company, has strengthened its cloud-native, cloud-agnostic Temenos Infinity for Retail Banking offering with the introduction of the Robo-Advisor and Goal-Based Investing apps.
UK wealth manager Connor Broadley is to adopt the SEI Wealth Platform (SWP) employing all components of SEI’s full end-to-end wealth management platform incorporating technology, core processing and operational outsourcing for the front, middle and back office.
Capital Generation Partners has chosen SatuitCRM for the firm’s Client Relationship Management (CRM) platform.
Banking and wealth management group MyState Limited’s wealth management business, TPT Wealth, has launched a new platform providing managed fund investors with national digital services.
BBR Partners (BBR) has selected d1g1t's analytics, reporting and performance management software solution after conducting an extensive analysis of available options in the market.
January sees the formal launch of my3B, a behavioural finance assessment designed by Syntoniq to evaluate an individual’s approach to financial decision making. Prasad Ramani, founder and CEO of the firm, explains that his background lay in 20 plus years of quantitative finance, during which he tried to take the emotions out of investment decisions and jokingly says, “failed miserably.”