NeoXam has been selected by Guardian to provide investment data management and reporting functions
- 7 years 3 months ago
- Investment Management, Infrastructure
NeoXam, a leading financial software company, announced that it has been selected by The Guardian Life Insurance Company of America® (Guardian) to provide solutions supporting a number of key investment reporting areas, as well as solutions to support investment book of record (IBOR) reporting, corporate actions and enterp
Appway Announces Regulatory Reviews for Wealth Solution
- 7 years 3 months ago
- Wealth Management
Now available worldwide, Appway designed its newest solution, Regulatory Reviews for Wealth, to comply with evolving regulations while embracing innovation. Wealth managers can use this technology to orchestrate client reviews and obtain a comprehensive overview that supports compliance expertise.
PortfolioMetrix Expands Business Development Team
- 7 years 3 months ago
- Investment Management
Following a significant uplift in enquiries from financial advisers looking for new ways to outsource investment management, technology-led discretionary investment manager, PortfolioMetrix has expanded its business development team with the appointment of Bruce Ely-Johnston.
Wright Investors’ Service Outsources On INDATA
- 7 years 3 months ago
- Buy-Side Back and Middle Office, Buy-Side Front Office, OMS and EMS, Asset Management, Cloud
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that Wright Investors’ Service, Inc., an investment management and advisory firm based in Greenwich, CT with more than $1.3 Billion in AUM, has successfully implemented INDATA’s iPM Epic platform delivered via iPM Cloud. Wright is utilizing INDATA for OMS & front office, portfolio modeling, IBOR, compliance, portfolio accounting,... more
PNC Institutional Advisory Solutions Makes Technology Investment in RiskFirst’s PFaroe to Boost Flourishing Institutional Pension Business
- 7 years 4 months ago
- Asset Management
PNC Institutional Advisory Solutions, part of the asset management arm of The PNC Financial Services Group, Inc., has adopted RiskFirst’s PFaroe to help structure better solutions, improve reporting efficiency and deepen engagement with its defined benefit (DB) pension plan clients. This will help support its Asset Liability Management offering, which has witnessed strong growth in assets under management since 2015.
Investment bank Edmond de Rothschild moves off mainframe with LzLabs
- 7 years 4 months ago
- Investment Management
LzLabs today announced Edmond de Rothschild (Suisse) S.A., the investment house, as its latest customer. Using LzLabs technology, Edmond de Rothschild (Suisse) S.A. has completed a project to move its legacy core mainframe system to a Linux-based alternative, running on x86 servers. The project has seen the introduction of a wide range of innovative features, whilst significantly reducing IT costs.
iCapital® Network Named Top Fintech Firm by Forbes
- 7 years 4 months ago
- Investment Management
iCapital Network, the financial technology platform democratizing alternative investments for high-net-worth individuals and their advisors, announced it has been selected as a
Ortec Finance joins Avaloq’s Software Exchange platform
- 7 years 4 months ago
- Wealth Management
Established in 1981, Ortec Finance has become a specialist in goal-based wealth planning and financial planning solutions that can be tailored for individual markets. The firm’s OPAL product is a global market leader in jurisdictions where regulation such as the Retail Distribution Review and MiFID II has had a significant impact on the wealth management sector. By using OPAL, customers benefit from sophisticated, fully integrated economic... more
Russell FX Network (RFX Network) Powered by Integral InvestorFX™ Delivers 64% Savings in Transaction Cost
- 7 years 4 months ago
- Investment Management
Global asset manager Russell Investments today released figures from an internal study showing significant cost savings delivered by Russell FX Network (RFX Network) for currency transactions in 2017. RFX Network is a trading platform for foreign exchange (FX) transactions designed for the buy-side community, including asset owners and pension funds. Built on Integral’s InvestorFX technology, RFX Network combines advanced execution... more
Family Bank in Kenya deploys Acumennet for its Treasury and Risk Management operations
- 7 years 4 months ago
- Treasury
Profile Software, an international financial solutions provider, announced today the successful implementation of Acumennet, the independent treasury solution developed by Login SA, a Profile company, in Family Bank, Kenya.
INDATA Obtains SOC2 and SSAE18 Accreditations
- 7 years 4 months ago
- Trading Systems, Asset Management, Risk Management, Cloud
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced the successful completion of the Service Organization Control (SOC) 2 Type II and Statement on the Standards for Attestation Engagements (SSAE) 18 Type II audits. Conducted by an independent auditor, the certifications verify that the system architecture and security controls across iPM, iPM Cloud and associated INDATA products and... more
FlexTrade Appoints Paul Alves Senior Vice President, Global FX Business Development
- 7 years 4 months ago
- Asset Management
FlexTrade Systems (@FlexTrade), a global leader in multi-asset execution and order management systems, today announced the appointment of Paul Alves as Senior Vice President, Global FX Business Development, with a focus on expanding the company’s buy-side trading solutions to asset managers.
Twenty First Capital goes live with Axia
- 7 years 4 months ago
- Management, Asset Management, Wealth Management
Profile Software, an international financial solutions provider, announced today the selection of its Axia system by Twenty First Capital, an independent asset management company with operations in France, United Kingdom and Luxembourg, to automate their fund management and private portfolio management processes using a single platform.
Central Bank of Trinidad and Tobago signs for SimCorp Dimension
- 7 years 4 months ago
- Investment Management
SimCorp, a leading provider of investment management solutions and services to the global financial services industry, today announces that the Central Bank of Trinidad and Tobago has signed a partnership agreement with SimCorp North America. The Central Bank of Trinidad and Tobago will implement SimCorp Dimension to manage the investment operation of the country’s US$8.4 billion foreign exchange reserves.
