Wealth Management

Kymin Financial Services unveils robo-advice tool via Intelliflo’s iO

Newport-based Kymin Financial Services has launched Kymin Direct, an automated online investment service via Intelliflo’s Intelligent Office (iO) Personal Finance Portal (PFP) for clients with between £1,000 and £50,000 to invest. Targeted at ISA and GIA savings, the service is competitively priced and does not involve clients interacting face-to-face with the team of advisers unless they request it. Read more »

Profile Software to showcase its solutions at Middle East Wealth Management Forum in Dubai

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. Read more »

Advicent Announces Partnership With Janney Montgomery Scott

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. Read more »

Smartr365 unites advisers and technology for better financial decisions

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.   Read more »

MCT selects INDATA’s iPM Cloud Platform

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. Read more »

CreditEase Wealth Management Named China's "Best Non-Bank Private Wealth Product"

CreditEase Wealth Management was named winner of the "Best Non-Bank Private Wealth Product" by The Asian Banker, a Singapore-based leading provider of strategic intelligence on the financial services industry, on December 14. Being the only winner of the award conferred by the Asian Banker for wealth management products is a great honor of CreditEase Wealth Management. Read more »

Munnypot launches robo-advice service

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 Read more »

JLL signs SS&C to support its agency lending operations

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. Read more »

Morgan Stanley Global Stock Plan Services to Partner with Solium Capital

-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 Read more »

BNY Mellon Wealth Management Recognized 2017 Best Private Bank for New Customer Segments

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. Read more »

Profile Software is participating in the annual WMA Summit 2016, in London

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. Read more »

Profile Software to Participate in the Annual WMA Summit 2016, in London

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. Read more »

Profile’s Wealth Management Solutions Received a Number of Distinctions

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 Read more »

Envestnet Introduces New Set of DOL Solutions for Advisors & Enterprises

 Envestnet, introduced technology solutions and consulting services that will assist advisors and enterprises in complying with the Department of Labor's (DOL) Fiduciary Rule.  "Regulatory changes and other market forces are converging to transform the wealth management industry," said James Patrick, Executive Vice President and Head of Advisor Services at Envestnet. "With the new DOL Fiduciary Rule requirements due to go into effect in April... more Read more »

Digital Keystone Named Best Use of Platform Technology at Schroders UK Platform Awards 2016

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 Read more »

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