thewealthnet     About Us    |    FAQs    |    Contact Us
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Thu 5th Mar 2015  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
1   2   3   4   5   6   7   8   Next
IT firms team up for risk profiling and financial planning partnership 08:01 GMT
Two of the financial service industry’s software businesses, Distribution Technology and Intelliflo, have joined forces to create a “best of breed” risk profiling and financial planning program.

Parmenion launches new adviser site 03/03/2015
Parmenion, a UK-based investment services provider, has launched a redesigned adviser website.

Has a solution to wealth managers' email cybercrime fears been found? 02/03/2015
Cybersecurity has been front page news recently, thanks to the hacking of Sony Pictures Entertainment.

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.

UK execution only stockbroker signs another white labelling deal 05/02/2015
Interactive Investor, an execution-only stockbrokers, has entered into a new white labelling agreement.

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

1   2   3   4   5   6   7   8   Next
    Latest Headlines:    by Topic | All News
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved