Latest Business Intelligence
Advent Wins Contract From Mumbai-Based Wealth Manager
February 22, 2012
Advent Software, the financial technology firm headquartered in San Francisco, has won a contract from Mumbai-based Waterfield Advisors Private to supply wealth management solution. Waterfield’s private investment office offers family office, corporate advisory and alternative asset management services.
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Investment Tech Firm Appoints Client Relationship Boss For Asia
February 22, 2012
DST Global Solutions, the investment technology firm, has appointed Fran Thompson as head of client relationships and new business for Asia. Thompson has worked in the financial services sector for more than 20 years, most recently holding the post of regional account director at SunGard Global Trading and deputy managing director, Asia-Pacific at FTSE.
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HUB24 Expands Network With 4 New Partners
February 21, 2012
HUB24, the Sydney-based administrative solutions provider for financial services firms, has added four wealth management companies to its client network. Effective immediately, DFS Solutions, Equity Private Wealth, Oxbrey Financial Group and Mandalay Wealth Management will use the HUB24 platform, bringing to the company some A$500 billion in funds under management.
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European Tech Firm Launches FATCA-Compliance Tool
February 17, 2012
A European business, Swissrisk, has launched a data-search system for financial institutions that need to know they can comply with onerous new US tax compliance laws known as FATCA. Swissrisk, a company owned by Dion Global Solutions, the India-listed international technology group, has rolled out “FATCA Gateway”.
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Schwab Integrates Platforms With Salesforce, Junxure 9
February 17, 2012
Schwab has launched two platforms for Salesforce, and also integrated one platform with Junxure 9, as part of its “Intelligent Integration” initiative. One of the Salesforce platforms is Schwab OpenView Integrated Office, a turnkey service that bundles together technologies including Salesforce CRM customized for RIAs, real-time custody data from Charles Schwab, and outsourced portfolio management for assets custodied both with Schwab and elsewhere.
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Latest Insight Features
Schwab Conference: Acquiring Clients In A Wired World
November 4, 2011
Financial advisors and wealth managers, consider yourselves warned: having a web site is no longer optional and you have to participate in social media if you want to be relevant. That was the take-away message from “Leveraging the Power of the Internet to Market Your Firm,” a popular educational session at Charles Schwab & Co’s twentieth annual Impact conference in San Francisco yesterday.
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Singaporean Elites Ramp Up Spending On Luxury And Technology
October 27, 2011
Wealthy Singaporeans are the most voracious consumers of cutting-edge technology of all the Asian countries, according to a study by global research firm Synovate. Singapore is now the top market across Asia-Pacific in smartphone and notebook ownership, according to the Singapore break-out results of the 2011 Pan Asia Pacific Cross Media Survey from Synovate.
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Exclusive: Mobile Computing Shaking Up Family Office Tech Market
September 29, 2011
Family offices and technology vendors are scrambling to accommodate the fast-rising popularity of mobile computing devices, according to executives at Family Office Metrics’ annual OpsTech conference in New York yesterday. “Mobile computing is rocking our world,” said Ray Haarstick, chief executive and founder of technology provider Relevant Equity Systems.
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Crunch Time At Private Banks As Next Gen Demand “Institutional”-Style Reporting
September 26, 2011
Editor's Note: The tumult in the markets has inevitably refocused the attention of private banks on reporting. But it is crucial that banks take into account the different needs of the next generation of ultra high net worth individuals, according to the software analytics provider StatPro Group.
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Why Ego-Surfing Is Crucial For HNW Individuals' Reputations
August 31, 2011
In today’s world, it’s all too easy to let yourself be defined by a Google search. While you, and your clients, are far more than search results, that fact may not be apparent to anyone who hops on the internet.
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Expert Commentary
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High-End Doctors Are An Attractive Segment For Wealth Managers – Ledbury
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February 17, 2012
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Max Skjönsberg
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