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67 Results from /wealth, 2006

/wealth

Investmaster launches MiFID-ready platform Vantage

With MiFID on the doorstep, Investmaster, the UK's largest supplier of integrated systems for wealth managers and private client brokers, has launched Vantage, a Windows based wealth management platform providing a complete end-to-end solution encompassing the entire trade lifecycle from front office decision support through to settlement and custody, and incorporating all aspects of client service management.

/wealth

Mineweaser joins Wealth Management Systems as sales director

Wealth Management Systems (WMSI), the leading provider of technology-based rollover products and services, announced today that Brian Mineweaser has joined the firm as Sales Director.

/wealth

Saddle Peak chooses Indata IMS for front-to-back office needs

Indata, a leading industry provider of software solutions for buyside firms including trade order management (OMS), compliance, portfolio accounting and front-to-back office, announced yesterday that Saddle Peak Asset Management, a registered investment advisor based in Santa Monica, CA, has selected the Indata IMS system for their complete front to back office needs.

/wealth

FinApps moves to .Net; enhances Troika system

FinApps, a UK based provider of software for the wealth management industry announces its move to .NET and the addition of new modules to the Troika system.

/wealth

Odyssey appoints Kucia regional operations director, Asia Pacific Middle East

Odyssey Financial Technologies, a global industry leader in the provision of private banking and wealth management solutions and services, today announced the appointment of Steve Kucia as Regional Operations Director Asia Pacific Middle East (Apme).

/wealth

Family Office first Middle East customer for Financial Objects

Financial Objects, a leading provider of advanced technology solutions for banking, wealth management and energy, today announces its first Middle East customer for the activebank Wealth Management Application Suite.

/wealth

Lombard signs for Linedata Compliance

Linedata Services, a leading provider of software and services to the global financial services marketplace, today announced that Lombard International Assurance S.A. (Lombard) has selected Linedata Compliance to support its activities.

/wealth

CI Financial extends RBC Dexia outsourcing deal

RBC Dexia Investor Services and CI Financial Income Fund today announced they have agreed to extend their investor services outsourcing relationship by five years, through to mid-2011.

/wealth

Bravura completes Rufus acquisition

Bravura Solutions (Bravura), a leading global supplier of wealth management applications and professional services, has finalised its acquisition of The Bank of New York’s (NYSE: BK) Rufus Software business (Rufus Business) and Rufus GTA software (Rufus).

/wealth

John Scott & Partners signs for 1st's Adviser Office technology

Vertex Financial Services, parent group of leading technology suppliers 1st and The Exchange, today announced that John Scott & Partners (JS&P) has selected its integrated, straight-through-processing (STP) technology proposition to support its new wealth management group, created following JS&P’s recent acquisition of Towry Law.

/wealth

Vietnam's Dragon Capital goes live with DSTi's HiPortfolio/3

DST International (DSTi), a leader in business solutions for the financial services industry, announces today that Dragon Capital in Vietnam has gone live with DSTi's HiPortfolio/3.

/wealth

Cor-FS reports Salerio implementation

COR-FS announces a new record for the speediest Salerio implementation ever – just six weeks from contract signature to UAT including analysis, build and QA.

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