Wealth Management

Blockchain and Wealth Management should be the next trends in FinTech according to investors and financial industry experts at first Startupbootcamp FinTech Demo Day in Singapore

Startupbootcamp FinTech, the leading accelerator focusing on financial innovation, hosted its first Demo Day in Singapore on the 29th of July for the top 11 FinTech teams selected out of 300 applications earlier this year. Read more »

SimCorp Announces World-Class Line-Up for 4th Annual Client Communications and Reporting 2015 Conference

SimCorp’s fourth annual Client Communications and Reporting 2015 conference, for private wealth and institutional asset managers, returns to Merchant Taylors’ Hall in London’s Threadneedle Street on Monday, 21 September, 2015. The conference, which has ‘agility’ as its theme, will be chaired by Peter Bambrough, Principal Consultant at Citisoft, a leading global investment management consulting firm. Read more »

Large UK Investment House Chooses SimCorp Dimension

SimCorp announces that it has signed a license agreement with one of the UK’s largest and longest established investment houses. The investment manager has selected SimCorp’s Investment Book of Record (IBOR) to provide position information across all asset classes, including cash, to be available as needed by the front office and other stakeholders. The IBOR functionality will be based on SimCorp’s investment management solution, SimCorp... more Read more »

GBST and Xchanging Establish Alliance for Integrated Capability Through Wealth Management and Capital Market Activities

GBST Holdings Limited (ASX: GBT, GBST), a global provider of securities transaction and wealth management platforms for the financial services industry, today announce a powerful alliance with Xchanging plc (LN: XCH, Xchanging), a business technology and services provider. Together both organisations will align the world-class GBST software suite, with the deep Xchanging BPO scalable processing capability, building an innovative business... more Read more »

The Knowledge Gap That Could Leave Up to 40% of Britain’s Businesses in Jeopardy

Although many business owners arrange insurances to cover items such as buildings and contents, machinery, vehicles, stock and cars, many don’t consider insuring what is usually their greatest asset - the proprietors and staff. In addition to this, 57% of businesses state that they have outstanding corporate debt, but many still have no cover in place to repay it upon loss of a key person. Andrew Kilby, Managing Director of Armstrong Watson... more Read more »

PROFILE Presents Its Solutions at the ComPeer Wealth Management 2015 Conference

PROFILE Software, an international financial solutions provider, is sponsoring the annual event of ComPeer for the Wealth Management industry in the UK, taking place on the 24th of June from 08:00 till 13:00 at the Merchant Taylors' Hall, London. The company’s executives will have the opportunity to present its innovative and client-centric solutions that comprehensively cover the operations of Wealth Management Institutions in the country. Read more »

Bravura unveils SaaS transfer agency delivery model

Bravura Solutions Pty Limited (Bravura), a trusted supplier of wealth management, life insurance and transfer agency software applications, is pleased to announce the launch of a new deployment model for its Rufus transfer agency (TA) proposition. Ideally suited for boutique and mid-sized fund managers, the solution delivers a cost effective and highly scalable self-administration tool. Read more »

Old Mutual Wealth goes live with DST's Opendoor platform

DST, a global provider of strategically unified data management, business processing, and customer communication solutions, today announced that Opendoor, an e-commerce platform designed to deliver operating efficiencies and improved customer service to wealth managers, has been selected for use by Old Mutual Wealth in the UK. Read more »

Advent Wins “Best Client Communications & Reporting” and “Best Portfolio Management” at the Wealth Briefing Swiss Awards 2015

Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Advent was awarded “Best Client Communications & Reporting” and “Best Portfolio Management” for wealth management technology at the 2015 WealthBriefing Swiss awards in a ceremony in Geneva, Switzerland. The program recognizes excellence among technology solution providers specializing in tools... more Read more »

Deutsche AWM Goes Live with Eagle Data Management to Support EMEA and APAC Businesses

Eagle Investment Systems LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that Deutsche Asset & Wealth Management (“Deutsche AWM”) has gone live with Eagle’s data management solution to support its global operations. Deutsche AWM, with EUR 1,039 billion of assets under management, is among the 10 largest bank-owned asset and wealth managers worldwide. The firm offers traditional and... more Read more »

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BNY Mellon commences Comprehensive Discretionary Investment and Wealth Management Services in Hong Kong

BNY Mellon  Wealth Management has received regulatory approval inHong Kong to launch comprehensive discretionary investment and wealth management services to high net worth individual investors. BNY Mellon Wealth Management will bring a wide range of solutions-based services including strategic asset allocation, access to world-class investment management services provided by the corporation's robust multi-boutique structure, and active,... more Read more »

Bravura Solutions listed among the world's top 100 technology vendors by IDC Financial Insights

Bravura Solutions Pty Limited (Bravura) – a trusted supplier of transfer agency, wealth management and life insurance software applications – is one of only two Australian companies to have been listed among the world’s top 100 technology vendors to financial services companies by IDC Financial Insights. This is the eighth consecutive year that Bravura has secured a place in the FinTech 100 list.  Read more »

Bravura Solutions expands Polish operations with new Warsaw office

Bravura Solutions Pty Limited (Bravura) today announced that, due to company growth, it has relocated its team in Poland to new, larger premises in Warsaw. The Warsaw office is one of eight global R&D centres of excellence, serving as a development hub for Bravura’s EMEA operations. Read more »

Tech Mahindra Selects Bravura Solutions' Sonata To Modernise Core Registry Platform

Bravura Solutions Pty Limited (Bravura) is pleased to announce that Tech Mahindra has licensed Sonata, Bravura’s modern, unified wealth management platform. Tech Mahindra, a leading international provider of ICT solutions and services, has been contracted by Perpetual Limited (Perpetual) to provide registry services. Bravura and Tech Mahindra will collaborate to migrate Perpetual’s registry platform to Sonata from Talisman, one of Bravura’s... more Read more »


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