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Distribution Technology appoints from Royal London for user experience refresh 16/02/2015
Planning and practice manager appoints tech veteran from Royal London for user experience refresh

Ada King - the voice of IT: Consolidation in our industry - it's everywhere 10/02/2015
Our regular wealth management IT expert.

Novia platform launches new client portal 06/02/2015
Novia, a wrap platform, has launched “Investor Zone,” a new client portal. It is designed to give investors online access to the details on their portfolio (including trades, up-to-date valuations and withdrawals) as well as any documents relating to their portfolio.

Waverton adopts new client reporting system 05/02/2015
Waverton Investment Management, a discretionary investment management boutique, has adopted a new client reporting system.

Wealth management IT firm acquired 03/02/2015
Advert Software, a wealth management focused IT firm, has been acquired by SS&C Technologies Holdings, a financial services IT firm.

Ada King – the voice of IT: Technology and conduct risk…Can it help? 14/01/2015
Ada King - our regular wealth management IT expert

Geneva private bank falls victim to attempted cyber attack 13/01/2015
The Banque Cantonale de Genève (BCGE) has been the victim of an attempted cyber attack and “further attempted coercion”. However, the bank said it had “repelled” both attempts. It added that further protective measures were now in place for the clients concerned.

Lighthouse signs robo-adviser deal 12/01/2015
Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.

White label report 'crucial component' of new portfolio reporting design - Pershing 12/01/2015

Software firm launches upgraded investment management platform 07/01/2015
Financial solutions provider PROFILE Software has upgraded its wealth and asset management platform, IMSplus2.1, boosting STP (Straight Through Processing) for front to back operations and increasing web and mobile functionality.

 
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