Wealth Management

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 »

EXAXE SHORTLISTED FOR TWO TECHNOLOGY PROVIDER AWARDS

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. Read more »

Profile to showcase new products at Sibos 2016

  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. Read more »

EQ Rolls-out Enhanced Portal to Improve Client Experience

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. Read more »

WMA Chooses MSCI For Private Investor Index

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. Read more »

Land Bank of the Philippines Rolls Out Custody Operations Through a Single Unified System

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. Read more »

DIFC Establishes Wealth Management Working Group

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. Read more »

FICO : Millennials Need Help in Debt Management

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 Read more »

Fiserv Adds New Innovation Tool to its Wealth Management Network

 Fiserv, Inc.  a leading global provider of financial services technology solutions, today announced the availability of a new tool, Grapevine6, to enable the delivery of relevant articles and digital content through the Wealth Management Network from Fiserv. This will allow financial advisors to grow their networks and build rapport with their clients by becoming a source of information that can better help them meet their financial goals. Read more »

JHC Distinguished at Goodacre’s Annual Systems City Awards

JHC Systems Limited, a leading provider of innovative wealth management technology solutions, was recognised at Goodacre’s annual Systems in the City Awards Wednesday night in London, winning  the Best Post Trade Processing Solution and the prestigious CEO of the Year for CEO John Blackman. Read more »

Temenos’ WealthSuite Selected by Standard Chartered Bank

Temenos’ WealthSuite integrated wealth management solution has been selected by Standard Chartered Bank, a leading international banking group, for deployment in more than 30 markets. Temenos’ integrated wealth management solution, WealthSuite, delivers back office standardisation alongside front office differentiation. The award-winning WealthSuite, recently deployed at Nordea in Luxembourg, combines in one platform market-leading solutions for... more Read more »

JHC Signs a New Contract with LGT Vestra for the FIGARO system

JHC Systems Limited, a leading provider of wealth management solutions, announces that it has signed a new contract with LGT Vestra for the FIGARO system.  Following a detailed review of the supplier market; the UK and Jersey based wealth management boutique has committed to JHC and FIGARO to support its front, middle and back office processing. This new contract strengthens JHC’s relationship with LGT Vestra, which was established in 2008 when... more Read more »

T.C.R. Taps Profile's IMSplus to Enhance Wealth Management Operations

Profile Software, a leading financial solutions provider, announced today that T.C.R. International Ltd, a fast-growing Cypriot wealth and fund manager, selected IMSplus, its award-winning investment management platform, to effectively manage their full processes of their wealth management activities. Read more »

Dion Unveils MiFID II Package for Wealth Managers

Dion Global Solutions (BSE: 526927) today announced the launch of its MiFID II solution that enables customers to comply with the regulatory requirements, and build a new business operating model to gain competitive advantage in the industry. The financial industry is facing several challenges in meeting the new regulatory requirements including record keeping, client reporting and investor protection, pre- & post-trade transparency,... more Read more »

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