JLL signs SS&C to support its agency lending operations
- 8 years 6 days 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.
Morgan Stanley Global Stock Plan Services to Partner with Solium Capital
- 8 years 1 month ago
- Wealth Management
-Morgan Stanley today announced its Global Stock Plan Services business has entered into a definitive agreement to use Solium Capital Inc.'s Shareworks platform to administer equity compensation plans for its corporate clients and their employees. This initiative will combine Morgan Stanley’s highly regarded wealth management and client service offerings with Solium’s advanced, cloud-enabled technology to provide a superior experience for... more
BNY Mellon Wealth Management Recognized 2017 Best Private Bank for New Customer Segments
- 8 years 1 month ago
- Wealth Management
BNY Mellon Wealth Management has been named by Global Finance Magazine the 2017 Best Private Bank for New Customer Segments. In its second annual Best Private Bank awards, the magazine also honored the firm's Senior Director and Wealth Strategist Joan Crain as Industry Thought Leader.
Profile Software is participating in the annual WMA Summit 2016, in London
- 8 years 2 months ago
- Management, Wealth Management
Profile Software, an international financial solutions provider, announced today its participation in the annual WMA Summit 2016 that is taking place on 9 November in The Grange Hotel Tower Bridge, London.
Profile Software to Participate in the Annual WMA Summit 2016, in London
- 8 years 2 months ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today its participation in the annual WMA Summit 2016 that is taking place on 9 November in The Grange Hotel Tower Bridge, London.
Profile’s Wealth Management Solutions Received a Number of Distinctions
- 8 years 2 months ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today that its solutions for the Wealth Management industry were the winners in two of the four categories at the Celent’s report, “European Wealth Management Technology Vendors: Evaluating Front-to-Back Office Platform Vendors” and earned the XCelent Awards for wealth management in “Technology” and “Customer Service” on the ABCD Vendor View, among top International... more
Envestnet Introduces New Set of DOL Solutions for Advisors & Enterprises
- 8 years 2 months ago
- Investment Management, Wealth Management, Consultancy
Envestnet, introduced technology solutions and consulting services that will assist advisors and enterprises in complying with the Department of Labor's (DOL) Fiduciary Rule.
Digital Keystone Named Best Use of Platform Technology at Schroders UK Platform Awards 2016
- 8 years 3 months ago
- Asset Management, Wealth Management
Digital Keystone, the leading provider of portal technology for platforms, asset managers and wealth managers, was awarded the much-coveted ‘Best Use of Platform Technology Award’ at this week's Schroders UK Platform Awards 2016. The award recognises its exemplary work to deliver straight through processing capabilities as well as highly visual online new business user journeys and interfaces for IFAs using the Aegon Retirement Choices Platform... more
EXAXE SHORTLISTED FOR TWO TECHNOLOGY PROVIDER AWARDS
- 8 years 3 months ago
- Wealth Management
Exaxe has been shortlisted for the DC Technology Provider of the Year award at the 2016 Defined Contribution (DC) Awards, organised by Pensions Insight, which is due to take place in London on October 26th. Exaxe has also been shortlisted for the Pensions Technology Provider of the Year at the 2016 Irish Pensions Awards, which is due to take place in Dublin on November 24th.
Profile to showcase new products at Sibos 2016
- 8 years 3 months ago
- Wealth Management, Banking
Profile Software, an international financial solutions provider, announced today its participation in Sibos 2016 the world’s premier financial event organised by SWIFT, taking place on 26-29 September in Palexpo Geneva, Switzerland, to showcase its pioneering product developments and international implementations.
EQ Rolls-out Enhanced Portal to Improve Client Experience
- 8 years 3 months ago
- Wealth Management
EQ Investors (EQ) the boutique wealth manager led by John Spiers, today unveiled its new client portal that gives investors a self-service environment with anytime access to portfolio and performance information. The portal provides clients with a clear view of all their investments in one place, both for EQ funds and those held elsewhere.
WMA Chooses MSCI For Private Investor Index
- 8 years 3 months ago
- Wealth Management
The Wealth Management Association announced an agreement with MSCI to provide the Private Investor Index Series. MSCI will offer the wealth management community a series of flexible multi-asset class indices that will be augmented and enhanced over time based on the changing needs of the private client sector.
Land Bank of the Philippines Rolls Out Custody Operations Through a Single Unified System
- 8 years 4 months ago
- Management, Asset Management, Investment Management, Wealth Management
Miles Software announced that Land Bank of the Philippines, one of the top 5 banks in Philippines, has gone live with Money Ware Custody Solution. Land Bank of the Philippines launched its custody operations in the country recently. This license has enabled the bank to establish a fully-equipped custodian service, offering tailored services for a wide spectrum of financial activities with a comprehensive suite of products, services and tools.
DIFC Establishes Wealth Management Working Group
- 8 years 4 months ago
- Wealth Management
The Governor of the DIFC, HE Essa Kazim, has established a DIFC Wealth Management Working Group to discuss and compile an updated wealth management strategy for the DIFC. Its key focus areas will be to consider the enhancement of DIFC as a wealth management provider and succession planning platform for GCC families, as well as deepening the DIFC’s core offering to the international wealth management community.
FICO : Millennials Need Help in Debt Management
- 8 years 5 months ago
- Risk Management, Wealth Management, Alternative Finance
FICO’s latest consumer finance trend research has revealed that 37 percent of Millennials aged 25-34 are concerned about their level of debt, while 33 percent of them are interested in getting assistance to help manage their debts. After residential mortgages, the biggest debt burden for this age group is student loans, with 32 percent of Millennials saying they owe $20,000 or more. A close second is auto loans, with 45 percent of Millennials ... more
