Management

SS&C Technologies Updates its Global Wealth Platform

SS&C Technologies announced the latest enhancements to its Global Wealth Platform (GWP) - the next generation cloud-based investment management solution. Read more »

Partech Ventures Supports French Lending Platform Lendix

Partech Ventures confirms its support of Lendix, the French number one in lending platforms, as CNP Assurances, MatMut and ZenCap AM join as new investors. Read more »

ingage Strengthens Client Team with Appointment of Alex Page

ingage, the corporate access and IR software company, today announced the appointment of Alex Page to the sales & account management team. Alex has recently worked within IR software systems at Orient Capital and Capita Asset Services, as part of the Client Relations & Development teams working closely with large and mid cap corporates in both the UK and Europe. Read more »

Long-Term Wealth Management Partnership was Reached between Genpact and NFU Mutual

NFU Mutual and Genpact announced a long-term partnership to deliver enhanced NFU Mutual advised and direct-to-consumer offerings, powered by Genpact’s OpenWealth business process as a service (BPaaS) solution. Read more »

Eze Software’s Full Investment Suite Selected by Liontrust

Liontrust Asset Management has gone live on Eze OMS and Eze Portfolio Accounting, implementing a front-to-back office workflow to replace its in-house systems. This represents a significant investment by Liontrust and is designed to strengthen and support the company’s activities across its front and middle office, with Eze Software Investment Suite being chosen after a rigorous and lengthy selection process involving a number of vendors. Read more »

Wilshire to Unveil Wealth Management Platform

Wilshire Funds Management is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading financial solutions provider Vestmark. The solution provides institutions, registered investment advisors, and family offices with turnkey access to Wilshire’s market-tested investment strategies and research. Client accounts managed by Wilshire Funds Management will utilize VestmarkONE®, a... more Read more »

BNY Mellon Launches New Innovation Center in Pittsburgh

 BNY Mellon today celebrated the grand opening of its newest Innovation Center, located on its Pittsburgh campus.  The new 32,000-square-foot center, located within the company's 500 Grant Street location, uses leading-edge design and functionality to optimize collaboration between BNY Mellon's global technology and business functions, and increase speed to market for new client solutions. Read more »

'InvestSure' Online Property Investment Platform Goes Live

A new online property investment platform, InvestSure, has been launched to bring together professional investors and property developers to help address the chronic lack of available finance in the UK property market. InvestSure says it will allow property developers to access a diverse range of funding for projects, where previously traditional banks have been unable or unwilling to provide it. InvestSure explains that better access to funding... more Read more »

SimCorp Signs License Agreement with Nomura Bank

SimCorp signed a large additional license agreement with Nomura Bank (Luxembourg) S.A. Nomura Bank (Luxembourg) S.A. will be utilizing SimCorp’s investment management solution, SimCorp Dimension to support its core business operations covering custody and trade processing as well as fund accounting functions. With about 370 employees, Nomura Bank (Luxembourg) S.A. provides a broad scope of fund administration services to investment vehicles... more Read more »

Fiserv Makes Wealth Management More Female Friendly

Cheryl Nash, president, Investment Services of Fiserv, has been appointed to the advisory board of Envestnet Institute On Campus (EIOC) and named executive leader for the Institute’s new ‘Women in Wealth Management’ program. The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry. Read more »

Naren Patel to head the Strategic Account Management for SmartStream's CBU in London

SmartStream Technologies, the Transaction Lifecycle Management (TLM®) specialist, today announce the appointment of Naren Patel to head the Strategic Account Management for the Corona Business Unit (CBU) based in London. Naren Patel will be key a part of the European sales team, reporting to Marcus von Rahden, Head of Sales Europe, Corona Business Unit, he will be responsible for all aspects of business development and strategic account... more Read more »

Profile Software Sponsors Conference in Cyprus

Profile Software, an international financial solutions provider, today announced its sponsorship of the Cyprus Private Banking and Wealth management conference, taking place at the Hilton Hotel on the 8th of April, in Nicosia (08:30-15:00). Profile aims at presenting the recent developments in its platforms that effectively cover the requirements of the Wealth Management and Private Banking domains, with a successful track record of successful... more Read more »

OpenLink Named Best Overall ETRM Platform

OpenLink has been named “Best Overall ETRM Platform” for the eleventh straight year in the 2016 Energy Risk Software Rankings. OpenLink achieved first-place rankings across thirteen categories, based on a survey of 245 end users and energy firms. Read more »

Intelliflo to Release PFP Simplified Advice Service this Summer

Intelliflo unveiled details of the Simplified Investment Advice service targeted to launch this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP).  Advisers can choose which clients have access to the service. A configurable advice process incorporating attitude to risk and investment projection tools will be available allowing clients to experience a fully online and automated process.  Read more »

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