Latest Results from /wealth
/wealth
ADP Brokerage Services is teaming with Reuters to develop and market integrated desktop products aimed at the wealth management industry.
26 January 2004
US investment management software vendor SS&C Technologies has acquired Investment Advisory Network (IAN), a provider of Web-based wealth management systems, for $3 million in cash.
22 January 2004
Singapore's United Overseas Bank (UOB) has deployed technology from local wealth management systems vendor, FinIQ Consulting, to manage its dual currency deposit business.
12 January 2004
Transact, a UK provider of wrap services, is rolling out Morningstar's investment planning system, Advisor Workstation, and reporting tool, Portfolio X-ray, to its network of independent financial advisers (IFAs).
28 November 2003
Wealth Management Software has launched a new entry-level small-user version of its Lisa front office asset management system.
06 November 2003
Dow Jones has teamed with Client Dynamics to develop a wealth management system designed to enhance customer relationships by linking client content preferences with financial interests.
Royal Bank of Canada (RBC) Financial Group is rolling out California-based Vitria's BusinessWare EAI software across the enterprise and has also contracted with the vendor for the development of a trade management and STP integration platform for its wealth management division.
04 November 2003
Shares in Wealth Management Software have fallen by a third after the vendor announced that it has unexpectedly received a notice to terminate both its licence and support agreements with a major client, PPML, part of the Winterthur Group, a subsidiary of Credit Suisse.
16 October 2003
Misys Asset Management Systems has released of a new version of Apollo for Personal Wealth Management, its private client portfolio management system.
Baltimore-based securities brokerage Legg Mason Wood Walker is rolling out Thomson Financial's retail and wealth management product, Thomson One Advisor, to more than 1400 financial advisors.
South Africa's Standard Bank has licensed UK-based Wealth Management Software's (WMS) Lisa platform to support private client activity at its London, Hong Kong, Miami and Jersey operations, in addition to other satellite offices.
14 October 2003
Thomson Financial has added separate account data from CheckFree Investment Services to its wealth management product suite Thomson One Advisor.
28 August 2003
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