27 Results from "Wealth Management Software (WMS)"
/wealth
Further evidence of a mild recovery in financial IT spending has emerged from half-yearly trading updates from UK small caps Intelligent Environments and Wealth Management Software.
10 July 2003
Wealth Management Software of the UK is reporting an operating profit of £0.5 million after reducing operating costs by a third for the year-ending December 2002.
21 March 2003
Isis Asset Management is outsourcing the administration of its entire Oeic and unit trust business to International Financial Data Services (IFDS).
06 November 2002
UK-based Wealth Management Software is to begin shedding staff in an effort to achieve one million pounds in annual cost savings.
13 September 2002
UK-based Wealth Management Software is reporting an operating profit before goodwill amortisation of £0.246 million for the first half of this year, representing a significant improvement on last year's performance.
02 August 2002
Wealth Management Software has launched a new version of its flagship Lisa investment management system that is designed to cater for the needs of multi-product "wrap funds".
05 July 2002
UK-based Wealth Management Software says it has sold six licenses for its flagship product Lisa in the first half of this year, representing a marked improvement over dismal sales in fiscal 2001.
27 June 2002
/payments
UK-based Personal Pension Management Limited (PPML) has placed a £1.7 million order for Wealth Management Software's Lisa fund administration system. The deal includes a licence valued at £500,000.
23 April 2002
/retail
UK-based Wealth Management Software is reporting an operating loss of £4.6 million after winning only £0.7 million in license sales for its flagship Lisa product in the year to December 2001.
19 April 2002
/wholesale
Wealth Management Software has won two new contracts with UK-based Homeowners Friendly Society and Gerrads Private Bank on the Isle of Man for its Lisa fund administration system.
03 April 2002
UK private client stockbroker Teather & Greenwood has placed a £410,000 order for Wealth Management Software's Lisa fund administration system. The deal includes a licence valued at £250,000.
11 March 2002
UK-based Wealth Management Software has disposed of its estate agency business for a cash sum of £240,000 to a management buyout team.
21 January 2002
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