BELLIN Wins Two Titles in the Business Worldwide Magazine (BWM) Global Corporate Excellence Awards
- 7 years 10 months ago
- Treasury
Leading Treasury software management firm BELLIN was celebrating this week, having scooped two major category titles in the Business Worldwide Magazine (BWM) Global Corporate Excellence Awards. As well as being awarded Best Treasury Software and Services Company (2016), CEO and founder Martin Bellin also picked up the title of Financial Services CEO of the Year (2016).
Kestra Private Wealth Services Announces the Addition of Two Firms With $240 Million in Assets
- 7 years 10 months ago
- Investment Management
Firm’s recruitment momentum continues with new offices in California and New York
Profile Software to showcase its solutions at Middle East Wealth Management Forum in Dubai
- 7 years 10 months ago
- Transaction Banking, Investment Management, Wealth Management, Core Banking, Islamic Finance
Profile Software, an international financial solutions provider, today announced its sponsorship of the Middle East Wealth Management Forum organized by Hubbis, taking place on the 24th of January at the Ritz Carlton, DIFC in Dubai, UAE. Profile’s executives will demonstrate the client centric and innovative platforms that address the Wealth Management industry’s requirements.
Advicent Announces Partnership With Janney Montgomery Scott
- 7 years 10 months 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
- 7 years 10 months 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
- 7 years 10 months 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
Schroders opts Capriza to digitise its business
- 7 years 10 months ago
- Asset Management
Capriza, a leader in enterprise mobility for business applications, today announced Schroders, the global asset management company with £375 billion (€433.5 billion/USD $487.1 billion) assets under management as at 30 September 2016, has selected Capriza to power its drive to digitisation. Capriza’s Zapp capabilities will be deployed across the organisation as it responds to the waves of change in the financial services sector.
Calypso partners with BNP Paribas to deliver post trade services across asset classes
- 7 years 10 months 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
- 7 years 10 months 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
- 7 years 10 months 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.
OpenLink Named Best Treasury Analytics Solution in TMI 2016 Awards
- 7 years 10 months ago
- Risk Management, Treasury
OpenLink, the global leader in trading, treasury and risk management solutions for the energy, commodities, corporate and financial services industries, has been named ‘Best Treasury Analytics Solution’ by Treasury Management International (TMI) in its 2016 Awards for Innovation and Excellence. The award follows a highly successful year for OpenLink in the corporate treasury market. It has secured over 10 new client projects for top-tier... more
OneView Integrates Inventory Management Solution with IBM Watson Commerce Insights
- 7 years 10 months ago
- Asset Management
OneView Commerce (AIM: ONEV), the retail industry’s leader of digital transformation in the store, today announces that as part of its partnership with IBM, the company has integrated its Inventory Management solution with IBM’s Watson Commerce Insights. The integration provides retailers with real-time, actionable analytics about product performance, inventory availability, prices, and promotions across e-commerce and store channels.
UK Is a Leader of Tech Investment
- 7 years 10 months 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
HSBC Private Bank Taps Bloomberg's MARS Collateral Management and Reconciliation Solution
- 7 years 10 months ago
- Management, Infrastructure
Bloomberg today announced that HSBC Private Bank, and more than a dozen corporations and financial institutions, have adopted Bloomberg's MARS Collateral Management and reconciliation solution to comply with new variation margin requirements for non-centrally cleared over-the-counter (OTC) derivatives.
Linedata upgrades Mfact solution
- 7 years 10 months ago
- Fund Management, Accounting
Linedata the global solutions provider dedicated to the investment management and credit industries, has launched a new version of its award winning fund accounting solution, Linedata Mfact.
