Wealth management - Announcements, News, Articles & Research: Finextra

SEI Investments Q1 profits and revenues rise

SEI Investments Company (Nasdaq: SEIC) today announced financial results for first-quarter 2006, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.

02 May 2006

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Microgen teams with SAP for financial compliance; releases online wealth manager

Microgen (LSE: MCGN), the IT services and solutions provider, has today announced that it is extending its partnership with SAP AG to provide compliance solutions to banks and financial institutions.

25 April 2006

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Barclays Wealth Management appoints Kevin Lecocq head of product office

Barclays Wealth Management is pleased to announce the appointment of Kevin Lecocq as Head of the Product Office.

12 April 2006

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MeesPierson Reads licenses FormScape document management system

FormScape, Inc., the leading provider of Document Process Automation solutions, today announced that MeesPierson Reads — a provider of wealth management services for high net worth individuals — has selected Covus—A FormScape Solution.

10 April 2006

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SunGard enhances PlanningStation

SunGard announced today that it has released new capabilities for PlanningStation, a financial modelling and planning solution for financial advisors.

29 March 2006

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PNC Advisors implements Xinnovation's client presentation platform

Xinnovation, Inc., a leading provider of next generation document automation solutions and PNC Advisors, a member of The PNC Financial Services Group, Inc. (NYSE: PNC) announced the successful implementation of XiDocs, a business-oriented document and presentation automation solution for sales and customer relationship management teams.

21 March 2006

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Rhyme Systems signs SVS Securities to Altimis

SVS Securities PLC has become the latest firm to sign up for Rhyme Systems Altimis software.

20 March 2006

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Bridgewater Bank signs deal with Fincentric and Telus

Bridgewater Bank, a federally regulated financial institution and subsidiary of the Alberta Motor Association (AMA), announced that it has selected Fincentric Corporation’s Wealthview Banking™ to provide greater value added services to its customers. Fincentric and TELUS will partner to provide Bridgewater Bank with a first-class solution including systems consulting, integration and software licensing. This partnership creates an opportunity for Bridgewater Bank to offer enhanced financial products and services to AMA’s more than 748,000 members.

16 March 2006

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Orbit Private Asset licenses Financial Objects portfolio management system

Financial Objects plc, a leading provider of advanced banking and financial services software solutions, has been selected by Orbit Private Asset Management (Orbit), an institutional and private client investment manager, for key components of its activebank Wealth Management Application Suite.

07 March 2006

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Metavante releases investment measurement tool for TrustDesk

Metavante Corporation, the financial technology subsidiary of Marshall & Ilsley Corporation (NYSE: MI), today announced the availability of the first completely integrated, real-time, daily investment performance measurement tool to complement its TrustDesk product, further expanding the comprehensive suite of Investment Technology Services.

06 March 2006

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Raymond James to roll out SunGard's financial planning module

SunGard announced today that Raymond James Financial (NYSE: RJF) has selected PlanningStation, a component of SunGard's WealthStation, a financial modeling and planning solution for financial advisors serving high-net-worth clients.

06 March 2006

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SEI Private Banking and Trust selects Mobius to automate reconciliations

Mobius Management Systems, Inc. (NASDAQ:MOBI), the leading provider of software for total content management (TCM), today announced that SEI (NASDAQ:SEIC), a leading global provider of asset management and investment technology solutions, has selected Mobius's ViewDirect-ABS to automate reconciliation of institutional accounts for clients of SEI's Private Banking and Trust segment.

27 February 2006

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