Kymin Financial Services unveils robo-advice tool via Intelliflo’s iO
- 8 years 10 months ago
- Management, Asset Management, Investment Management, Wealth Management
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.
Profile Software to showcase its solutions at Middle East Wealth Management Forum in Dubai
- 8 years 10 months ago
- Transaction Banking, Investment Management, Wealth Management, Core Banking, Islamic Finance
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.
Advicent Announces Partnership With Janney Montgomery Scott
- 8 years 10 months ago
- Investment Management, Wealth Management
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.
Smartr365 unites advisers and technology for better financial decisions
- 8 years 10 months ago
- Investment Management, Wealth Management, Consultancy
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.
MCT selects INDATA’s iPM Cloud Platform
- 8 years 10 months ago
- Buy-Side Back and Middle Office, Buy-Side Front Office, Investment Management, Wealth Management, Data, Data Management, Market and Reference Data
INDATA, a leading industry provider of software, technology and services for buy-side firms, today announced that MCT - MacGuire, Cheswick & Tuttle Investment Counsel, based in Darien, CT has implemented INDATA’s iPM Cloud – Intelligent Portfolio Management® platform.
CreditEase Wealth Management Named China's "Best Non-Bank Private Wealth Product"
- 8 years 11 months ago
- Wealth Management
CreditEase Wealth Management was named winner of the "Best Non-Bank Private Wealth Product" by The Asian Banker, a Singapore-based leading provider of strategic intelligence on the financial services industry, on December 14. Being the only winner of the award conferred by the Asian Banker for wealth management products is a great honor of CreditEase Wealth Management.
Munnypot launches robo-advice service
- 8 years 11 months ago
- Investment Management, Wealth Management, Consultancy
Munnypot, a new service offering affordable online financial advice, today announces it has soft launched, with the backing of respected industry partners. Munnypot is a robo-advice and investment service that anyone can use to get straightforward financial advice in a language they can understand, at a fraction of the cost of a financial adviser or wealth manager. Munnypot soft launched to consumers in December and will be ramping up its... more
JLL signs SS&C to support its agency lending operations
- 8 years 11 months ago
- Management, Investment Management, Wealth Management
SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced that JLL has selected SS&C's Precision LM™ commercial/multifamily loan management solution to support its agency lending operations.
Morgan Stanley Global Stock Plan Services to Partner with Solium Capital
- 9 years 2 weeks ago
- Wealth Management
-Morgan Stanley today announced its Global Stock Plan Services business has entered into a definitive agreement to use Solium Capital Inc.'s Shareworks platform to administer equity compensation plans for its corporate clients and their employees. This initiative will combine Morgan Stanley’s highly regarded wealth management and client service offerings with Solium’s advanced, cloud-enabled technology to provide a superior experience for... more
BNY Mellon Wealth Management Recognized 2017 Best Private Bank for New Customer Segments
- 9 years 1 month ago
- Wealth Management
BNY Mellon Wealth Management has been named by Global Finance Magazine the 2017 Best Private Bank for New Customer Segments. In its second annual Best Private Bank awards, the magazine also honored the firm's Senior Director and Wealth Strategist Joan Crain as Industry Thought Leader.
Profile Software is participating in the annual WMA Summit 2016, in London
- 9 years 1 month ago
- Management, Wealth Management
Profile Software, an international financial solutions provider, announced today its participation in the annual WMA Summit 2016 that is taking place on 9 November in The Grange Hotel Tower Bridge, London.
Profile Software to Participate in the Annual WMA Summit 2016, in London
- 9 years 1 month ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today its participation in the annual WMA Summit 2016 that is taking place on 9 November in The Grange Hotel Tower Bridge, London.
Profile’s Wealth Management Solutions Received a Number of Distinctions
- 9 years 1 month ago
- Wealth Management
Profile Software, an international financial solutions provider, announced today that its solutions for the Wealth Management industry were the winners in two of the four categories at the Celent’s report, “European Wealth Management Technology Vendors: Evaluating Front-to-Back Office Platform Vendors” and earned the XCelent Awards for wealth management in “Technology” and “Customer Service” on the ABCD Vendor View, among top International... more
Envestnet Introduces New Set of DOL Solutions for Advisors & Enterprises
- 9 years 2 months ago
- Investment Management, Wealth Management, Consultancy
Envestnet, introduced technology solutions and consulting services that will assist advisors and enterprises in complying with the Department of Labor's (DOL) Fiduciary Rule.
