Wealth Management

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 »

BNY Mellon logo

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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