JHC Systems Strengthens Sales Team with an Eye to Strategic Growth
- 8 years 11 months ago
- Wealth Management
Wealth management software firm, JHC Systems (JHC), has doubled its sales team in response to increasing demand for specialist financial technology in the UK and international markets. Leading the team is Edward Lopez, who joined JHC just over a year ago as Chief Revenue Officer. Other key appointments to the team include Noel Montaigue, Swati Barve and Jane Boorman.
Linedata Reveals Latest Version of Optima Fund Administration BPM tools
- 8 years 11 months ago
- Investment Management
Linedata, the global solutions provider dedicated to the investment management and credit industries, has launched the latest version of Linedata Optima, a powerful, innovative suite of business process management (BPM) tools designed specifically for fund accounting and administration.
Asiamoney: CreditEase Wealth Management Named Best Wealth Management Firm of the Year
- 8 years 11 months ago
- Wealth Management
CreditEase Wealth Management was named "Best Wealth Management Firm of the Year" in the inaugural China Independent Wealth Management category, by Asiamoney. This award is the second global recognition within half a year for CreditEase Wealth Management, after receiving the Asian Banker's award for "Best Non-Bank Private Wealth Product" in December 2016.
AGF Management Limited Reports Strong Second Quarter 2017 Financial Results
- 8 years 12 months ago
- Asset Management
AGF Management Limited (AGF or the Company) today announced financial results for the second quarter ended May 31, 2017. Total assets under management (AUM) increased 8.0% to $36.4 billion compared to the same period in 2016, and up 3.7% compared to $35.1 billion as at February 28, 2017. AUM increased across all lines of business, including retail, private client, institutional and subadvisory, and the Company's alternative asset management... more
Concurrent Partners with Rincon Technology to Extend Reach of Content Delivery and Storage Solutions
- 8 years 12 months ago
- Asset Management
Concurrent, a global leader in storage, protection, transformation and delivery of visual assets, today announced that it has partnered with Rincon Technology, Inc., a leading provider of network infrastructure and asset recovery services around the world, to extend the reach of the Concurrent portfolio of content delivery and storage solutions
Eze Software Reveals MiFIDII Commission Management Platform
- 9 years 4 days ago
- Investment Management
Eze Software, a global leading provider of investment technology, is rolling out a new cloud-based commission management platform designed to help the buy-side manage MiFID II requirements. Building on Eze Software’s extensive experience in commission management, the MiFID II-focused solution is designed to handle the full commission management lifecycle, from research evaluation to budgeting, unbundling and specifying RPA payments.
Quantave Tests First Ever Trade Life-cycle Infrastructure for the Digital Assets Market
- 9 years 5 days ago
- Asset Management
Quantave, the only complete trade life-cycle infrastructure for digital assets, officially entered their closed beta-testing phase today. The infrastructure opens the digital assets market to institutional traders and investors, transforming the way they engage and transact with this dynamic market, whilst ensuring the safety and security of their assets. Quantave is now rigorously testing the model with its initial partners.
Concurrent Aquari(TM) Storage and Moonwalk Join to Deliver Integrated Data Management Solution for Enterprise Scale
- 9 years 5 days ago
- Asset Management, Data
Concurrent, a global leader in storage, protection, transformation and delivery of visual assets, and Moonwalk Universal, a specialist in large-scale data management solutions, today announce availability of an integrated solution that significantly improves storage cost efficiency and drives storage consolidation by automating storage placement of large data volumes.
OpenInvest Reveals Refugee Rights Investment Screen
- 9 years 5 days ago
- Investment Management
OpenInvest, an impact investing platform empowering individuals to drive social change with their dollars, announced today the launch of the world's first refugee rights investment screen.
Investment Metrics Announces Strategic Equity Partnership with Resurgens Technology Partners and HarbourVest Partners
- 9 years 5 days ago
- Investment Management
Investment Metrics, a leading provider of performance measurement, investment analytics, risk attribution, market intelligence and reporting software to the investment management industry, today announced that it has received a significant equity investment from Resurgens Technology Partners and HarbourVest Partners. The new partnership will enable Investment Metrics to make continued investments in its existing solutions and to support its... more
Appway Wins Private Banker International’s 2017 Award for Outstanding Wealth Management Technology Provider – Middle Office
- 9 years 1 week ago
- Wealth Management, Banking
Appway was awarded “Outstanding Wealth Management Technology Provider – Middle Office” for the very first time at the 4th annual Private Banker International Awards. The prestigious event, held on June 8 at the Waldorf Hilton in London, awards accolades to those that demonstrate innovation and distinction among their peers in private banking.
BlueRock Wealth Management Offers Digital Safekeeping with FutureVault
- 9 years 1 week ago
- Wealth Management
BlueRock Wealth Management Inc., a trusted wealth management firm that provides personalized financial advice and services, has announced that it is offering FutureVault’s Digital Collaborative Vault – called the BlueRock Vault – as an exclusive service to its executive and high-net-worth clients.
Trade With Oanda Directly From Tradingview Charts
- 9 years 1 week ago
- Asset Management
A global leader in online multi-asset trading services, OANDA has further strengthened their relationship with one of the world’s largest and fastest-growing social networks for traders, TradingView, enabling mutual clients to trade directly from tradingview.com charts using their OANDA account.
Acorns Goes Green with Launch of Sustainable Investment Portfolio
- 9 years 1 week ago
- Investment Management
Micro-investing app, Acorns, has highlighted its commitment to sustainability with the launch of a new, socially responsible investment portfolio, available from today. Following regular feedback from users, Acorns Australia customers will now have access to the Emerald Portfolio, an investment option designed to meet environmental, social and corporate governance standards. Acorns Australia CEO and Managing Director, George Lucas said the... more
Client Assets on Digital Advice Platforms Forecast to Exceed $400 Billion by End of 2018
- 9 years 2 weeks ago
- Asset Management
A new wave of robo-advisors, an increasing number of partnerships between wealth managers and widespread usage of inorganic intelligence will drive significant change and opportunities for the wealth management industry in 2017 and beyond, according to a new report developed by Broadridge Financial Solutions, Inc. (NYSE:BR) in association with Aite Group.
