SEI goes live with Milestone Group’s pControl multi-asset solution for OCIOs

Milestone Group, the global provider of investment technology and processing solutions for institutional investors, today announced that SEI (NASDAQ:SEIC) has selected its pControl multi-asset software platform to support the growth of its Outsourced Chief Investment Officer (OCIO) business. Read more »

Imation Launches Investment Adviser Subsidiary GlassBridge Asset Management, LLC

Imation Corp. (NYSE: IMN) ("Imation") today announced the launch of its investment adviser subsidiary, GlassBridge Asset Management, LLC ("GlassBridge"). In conjunction with the launch of GlassBridge, Imation has successfully concluded the transition of its principal business activities to become a publicly-traded alternative asset manager. Imation intends to rebrand as "GlassBridge Enterprises" in the summer of 2017. Read more »

Boat Services and London Stock Exchange’s TRADEcho Represents MiFID II Smart Report Router

Boat Services and London Stock Exchange’s TRADEcho service opens its innovative open access Smart Report Router (SRR) bringing choice to the market place. MiFID II brings many challenges to buy and sell-side investment firms, not least, the requirement to publish trades to the market as close to real time as possible. The Smart Report Router determines if and when the buy or sell side counterparty should publish the trade, and where there is a... more Read more »

Markov Processes International Announces Innovation & Risk Unit at CalSTRS Implementes MPI Stylus Pro

Group to utilize risk analytics, portfolio level reporting to measure diversification benefits Read more »

Sanlam Investments Chooses FlexTrader EMS

FlexTrade Systems, a global leader in multi-asset execution and order management systems, today announced that South Africa-based Sanlam Investments has chosen the FlexTRADER EMS to facilitate global cross asset trading alongside FlexAlert for real-time iOS and Android mobile notifications. Read more »

Saxo Bank partners with Autochartist for multi-asset trading

Saxo Bank, the online multi-asset trading and investment specialist, today announces that it is collaborating with Autochartist to make automated technical analysis tools and live trade signals available to clients directly in the SaxoTraderGO platform. Read more »

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 »

Aquila Capital expands into Norway

Aquila Capital today announces the opening of an office in Oslo, demonstrating the firm’s ongoing commitment to the Norwegian and the Nordic market. Aquila Capital has appointed Joakim Johnsen to run the office, which was opened in January this year. Johnsen, who will act as an investment manager within the hydropower team, will coordinate the transactions in the renewable energy sector and will be the contact for business partners and investors... more Read more »

Kestra Private Wealth Services Announces the Addition of Two Firms With $240 Million in Assets

Firm’s recruitment momentum continues with new offices in California and New York 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 »

ABN AMRO Clearing organises AIF conference for investor community

On the 7th and 8th March 2017, ABN AMRO Clearing will be hosting the 6th Amsterdam Investor Forum (AIF) at its head office. The pre-day focus session on the 7th March will host roundtables for managers and investors and offer more intimate discussions and knowledge sharing opportunities. The conference’s main day on the 8th March will include panel sessions and key notes as well as the AIF Factor. The AIF factor is a competition where 5... more Read more »

Calypso partners with BNP Paribas to deliver post trade services across asset classes

BNP Paribas Securities Services, one of the world’s leading providers of clearing and custody services, has partnered with industry-leading fintech company Calypso Technology to provide investment banks with a full, end-to-end post-trade services offering across asset classes. As part of this partnership, BNP Paribas Securities Services will combine Calypso’s integrated front-to-back architecture with its own extensive post-trade servicing... more Read more »

Aperio goes live with Linedata’s Investment Management Trading Solutions

Linedata (NYSE Euronext: LIN), the global solutions provider dedicated to the investment management and credit industries, today announced that Aperio Group, a $16 billion research-based investment manager specializing in active tax management, factor tilts, and socially responsive strategies for high net worth investors, has chosen its comprehensive range of investment management solutions. Read more »

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