05/05/2021
Hillman Capital Chooses SS&C to Service Hillman Value Fund
SS&C ALPS to provide turn-key fund administration and regulatory services for the Hillman Value Fund
Wealth & Asset Management
05/05/2021
SS&C Technologies Partners with BRODA Ltd to Enhance Risk Calculations
SS&C Algorithmics adds BRODA’s high dimensional Sobol sequence generators to enhance risk and financial calculations
05/04/2021
Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries
The WealthTech industry has grown dramatically over the last four years.
05/04/2021
Broadridge Reports Third Quarter Fiscal Year 2021 Results
Operating income was $397 million, an increase of $71 million, or 22%. Operating income margin increased to 11.5% from 10.3% in the prior year period.
05/04/2021
Contemi in world's 100 Most Innovative Wealthtech Companies
The WealthTech industry has grown dramatically over the last four years as new digital services
05/03/2021
Why it makes sense to outsource client reporting operations
One critical aspect of any investment or wealth manager’s operations is providing timely, accurate and accessible client communications and reporting—an area ripe for outsourcing consideration.
05/03/2021
Regulatory changes coming for family offices?
The core capabilities of most family offices revolve around wealth and investment management.
05/03/2021
Valsoft Acquires Finartis and Enters the Wealth Management Vertical
Jean–Luc will remain on board with the team and ensure a smooth integration into Valsoft.
05/03/2021
Save money by investing in digitalisation
Advocates of greater and more rapid digitalisation within wealth
04/30/2021
Addepar Expands to Europe With New Office in Scotland
Addepar plans to have a physical office in Scotland when it is safe to do so, according to local health guidelines.
04/29/2021
The Growth In Big Data
There is an incredible array of data available to be bought for a price.
04/29/2021
Save money by investing in digitalisation
These are all commercial performance levers which the firm is pulling on by investing more – and more smartly – in digitalisation.
04/28/2021
Ikigai initiates Crowdcube campaign to raise £1.2m
Ikigai, the wealth management and banking app for affluent millennials, has set up a UK public crowdfunding campaign via CrowdCube to accelerate business, their product roadmap and the tech team.
04/28/2021
‘Agile’ Hampden & Co posts strong growth
During the year the bank raised an additional £10 million from shareholders to support continued balance sheet growth, ongoing costs and regulatory requirements.
04/28/2021
adesso and CREALOGIX expand partnership focused on implementation of innovative banking solutions
The two firms made the decision to expand the scope of this fruitful partnership.
04/28/2021
Creating Wealth-Management Solutions For A Changed Market
R. Srikumar is Senior Vice President, Head Portfolio Group at Mphasis.
04/27/2021
SS&C Technologies Releases Q1 2021 Earnings Results
Q1 2021 GAAP revenue $1,233.4 million, up 5.1%, Fully Diluted GAAP Earnings Per Share $0.65, up 75.7%
04/27/2021
Wealth tech firm Tiller launches Mattioli app
The end-to-end digital application Tiller will have a digital interface enabling new clients to sign up, portfolio monitoring and client reporting.
04/27/2021
SS&C Announces 1H2021 SS&C Advent Product Updates
The strong and collaborative partnership we have and continue to cultivate with our clients is integral to building trusted solutions and services
04/26/2021
The Wealth Mosaic announces content publishing partnership with Managers of Wealth
The partnership between the two business will have multiple strands but is focused first on the distribution of technology and related content from TWM’s community through the various relevant news portals of Managers of Wealth.