Advicent Announces Partnership With Janney Montgomery Scott
- 8 years 1 month ago
- Investment Management, Wealth Management
Janney to utilize the NaviPlan® financial planning software along with Presentation Module from Advicent to enhance Retirement Income Evaluator™ and manage compliance efforts in the wake of DOL fiduciary standards.
Smartr365 unites advisers and technology for better financial decisions
- 8 years 1 month ago
- Investment Management, Wealth Management, Consultancy
Smartr365, a new technology platform designed to enable financial advisers to serve their clients quicker and more efficiently than ever before, launches nationwide later this month. Using state-of-the art bespoke technology, the Smart365 SaaS platform aims to shake up the sector by simplifying the way advisers work, through a series of real-time applications that will allow them to manage their clients’ finances more effectively.
ABN AMRO Clearing organises AIF conference for investor community
- 8 years 1 month ago
- Fund Management, Investment Management
On the 7th and 8th March 2017, ABN AMRO Clearing will be hosting the 6th Amsterdam Investor Forum (AIF) at its head office. The pre-day focus session on the 7th March will host roundtables for managers and investors and offer more intimate discussions and knowledge sharing opportunities. The conference’s main day on the 8th March will include panel sessions and key notes as well as the AIF Factor. The AIF factor is a competition where 5... more
Calypso partners with BNP Paribas to deliver post trade services across asset classes
- 8 years 1 month ago
- Management, Asset Management, Custody, Investment Management
BNP Paribas Securities Services, one of the world’s leading providers of clearing and custody services, has partnered with industry-leading fintech company Calypso Technology to provide investment banks with a full, end-to-end post-trade services offering across asset classes.
Aperio goes live with Linedata’s Investment Management Trading Solutions
- 8 years 1 month ago
- Management, Investment Management
Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Aperio Group, a $16 billion research-based investment manager specializing in active tax management, factor tilts, and socially responsive strategies for high net worth investors, has chosen its comprehensive range of investment management solutions.
MCT selects INDATA’s iPM Cloud Platform
- 8 years 1 month ago
- Buy-Side Back and Middle Office, Buy-Side Front Office, Investment Management, Wealth Management, Data, Data Management, Market and Reference Data
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that MCT - MacGuire, Cheswick & Tuttle Investment Counsel, based in Darien, CT has implemented INDATA’s iPM Cloud – Intelligent Portfolio Management® platform.
UK Is a Leader of Tech Investment
- 8 years 1 month ago
- Investment Management
The UK’s technology sector drew more investment than that of any other European country in 2016, according to data from London & Partners, the Mayor of London’s promotional company. The research also showed London remains a leading hub for tech investment, attracting significantly more money than any other major European city last year. Measuring activity across private equity and venture capital deals, more than £6.7 billion ($9.5bn) was... more
iShares Guides Global ETF Industry with Record Incomes of $140bn
- 8 years 1 month ago
- Investment Management, Risk Management
BlackRock, Inc.’s (NYSE:BLK) iShares business led the global ETF industry in 2016, winning a record $140bn in new flows, powered by moves into bond, Core and smart beta ETFs. Representing 13% organic growth, iShares 2016 flows reflect the global scale, diverse product range and continued innovation of the iShares business. Overall, the global ETF industry saw net inflows of $375bn in 20161, surpassing the previous year’s total of $348bn2.... more
TCF Bank Raises $50,000 for Make-A-Wish® Minnesota
- 8 years 1 month ago
- Investment, Investment Management
TCF National Bank (TCF Bank), a subsidiary of TCF Financial Corporation (TCF) (NYSE: TCB), today announced that it raised more than $50,000 for Make-A-Wish Minnesota. Donations were accepted at all 98 TCF Bank branches in Minnesota and collected during team member fundraising events. During the past two years, TCF Bank customers and team members donated more than $150,000 to the
SEB Taps SimCorp Dimension as Its New Back Office Solution
- 8 years 1 month ago
- Investment Management
SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that SEB, a Swedish financial services firm, has selected SimCorp Dimension as its new back office platform, including transaction processing, reconciliation, settlement,accounting and derivatives processing.
Munnypot launches robo-advice service
- 8 years 1 month ago
- Investment Management, Wealth Management, Consultancy
Munnypot, a new service offering affordable online financial advice, today announces it has soft launched, with the backing of respected industry partners. Munnypot is a robo-advice and investment service that anyone can use to get straightforward financial advice in a language they can understand, at a fraction of the cost of a financial adviser or wealth manager. Munnypot soft launched to consumers in December and will be ramping up its... more
JLL signs SS&C to support its agency lending operations
- 8 years 2 months ago
- Management, Investment Management, Wealth Management
SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced that JLL has selected SS&C's Precision LM™ commercial/multifamily loan management solution to support its agency lending operations.
Misys FusionInvest Named Best Investment management System
- 8 years 2 months ago
- Transaction Banking, Investment Management
Misys FusionInvest has been named the best investment management system by financial services professionals across the globe. Fighting off competition to top this category in the Banking Technology Reader’s Choice Awards 2016, Misys is celebrating the win as testament to the simple, fully integrated approach to all aspects of investment management that the solution delivers.
Mackey adds new functionality to RMS Platform
- 8 years 2 months ago
- Asset Management, Fund Management, Investment Management
MackeyRMS today unveiled major enhancements to its research management software (RMS) through an updated user interface and overall enhanced user experience.
