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US millionaires 'loathe' to use social media for financial purposes – research 21/07/2014
HNW individuals in the US “loathe” to use social media for financial purposes, according to research firm Spectrem.

US millionaires increase interest in video-chat meetings with adviser – survey 16/07/2014
The ability to video-chat via a phone or tablet has been increasing in popularity amongst US millionaires, according to a survey by Spectrem, a specialist research company.

Berry Asset Management partners with Distribution Technology 15/07/2014
Berry is to partner with Distribution Technology which means electronic valuations for Berry’s products are now available through Dynamic Planner.

Ada King - the voice of IT: a Best of Breed approach to software in Wealth Management 09/07/2014
Ada King, our wealth management IT expert, tackles another issue.

BHF-Bank selects Avaloq Banking Suite for new banking system 27/06/2014
Frankfurt-based BHF-BANK has selected the Avaloq Banking Suite as its new banking solution. It will be operated as a managed solution by Avaloq Sourcing (Deutschland) AG.

Parmenion launches simplified advice system for advisers 18/06/2014
Parmenion, a UK-based provider of investment services to financial advisers has launched Interact. Parmenion claims this system is the UK’s first, fully integrated online simplified advice service, designed to support advisers.

Ada King - the voice of IT: Suitability – reasons to use technology – Part Two 05/06/2014
Ada King's expert take on IT issues in wealth management.

Platform Securities continues service enhancement drive 04/06/2014
Platform Securities has commenced the implementation of its new issue management system called TickIT, as part of its multi-year investment programme.

Brooks Macdonald Asset Management collaborates with software supplier 04/06/2014
Brooks Macdonald Asset Management (BMAM) and client management software supplier, Plum Software, have completed their collaborative integration.

Multrees Investor Services enhances service proposition with online portal 03/06/2014
London-based Multrees Investor Services, an independent custody and consolidated reporting specialist that targets wealth managers and family/private offices, has enhanced its service offering by launching Multrees Compass, an online interactive web portal. This will transform wealth advisers’ experience and help them manage their clients’ assets more efficiently, says the firm.

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