Wilshire to Unveil Wealth Management Platform
- 8 years 1 month ago
- Wealth Management
Wilshire Funds Management is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading financial solutions provider Vestmark. The solution provides institutions, registered investment advisors, and family offices with turnkey access to Wilshire’s market-tested investment strategies and research. Client accounts managed by Wilshire Funds Management will utilize VestmarkONE®, a... more
BNY Mellon Launches New Innovation Center in Pittsburgh
- 8 years 1 month ago
- Investment Management
BNY Mellon today celebrated the grand opening of its newest Innovation Center, located on its Pittsburgh campus. The new 32,000-square-foot center, located within the company's 500 Grant Street location, uses leading-edge design and functionality to optimize collaboration between BNY Mellon's global technology and business functions, and increase speed to market for new client solutions.
'InvestSure' Online Property Investment Platform Goes Live
- 8 years 1 month ago
- Investment Management
A new online property investment platform, InvestSure, has been launched to bring together professional investors and property developers to help address the chronic lack of available finance in the UK property market. InvestSure says it will allow property developers to access a diverse range of funding for projects, where previously traditional banks have been unable or unwilling to provide it. InvestSure explains that better access to funding... more
SimCorp Signs License Agreement with Nomura Bank
- 8 years 1 month ago
- Investment Management, Banking
SimCorp signed a large additional license agreement with Nomura Bank (Luxembourg) S.A. Nomura Bank (Luxembourg) S.A. will be utilizing SimCorp’s investment management solution, SimCorp Dimension to support its core business operations covering custody and trade processing as well as fund accounting functions. With about 370 employees, Nomura Bank (Luxembourg) S.A. provides a broad scope of fund administration services to investment vehicles... more
Fiserv Makes Wealth Management More Female Friendly
- 8 years 1 month ago
- Transaction Banking, Management, Wealth Management
Cheryl Nash, president, Investment Services of Fiserv, has been appointed to the advisory board of Envestnet Institute On Campus (EIOC) and named executive leader for the Institute’s new ‘Women in Wealth Management’ program. The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry.
Naren Patel to head the Strategic Account Management for SmartStream's CBU in London
- 8 years 1 month ago
- Transaction Banking, Management, People Moves
SmartStream Technologies, the Transaction Lifecycle Management (TLM®) specialist, today announce the appointment of Naren Patel to head the Strategic Account Management for the Corona Business Unit (CBU) based in London. Naren Patel will be key a part of the European sales team, reporting to Marcus von Rahden, Head of Sales Europe, Corona Business Unit, he will be responsible for all aspects of business development and strategic account... more
Profile Software Sponsors Conference in Cyprus
- 8 years 1 month ago
- Wealth Management, Private Banking
Profile Software, an international financial solutions provider, today announced its sponsorship of the Cyprus Private Banking and Wealth management conference, taking place at the Hilton Hotel on the 8th of April, in Nicosia (08:30-15:00). Profile aims at presenting the recent developments in its platforms that effectively cover the requirements of the Wealth Management and Private Banking domains, with a successful track record of successful... more
OpenLink Named Best Overall ETRM Platform
- 8 years 1 month ago
- Trading Systems, Risk Management
OpenLink has been named “Best Overall ETRM Platform” for the eleventh straight year in the 2016 Energy Risk Software Rankings. OpenLink achieved first-place rankings across thirteen categories, based on a survey of 245 end users and energy firms.
Intelliflo to Release PFP Simplified Advice Service this Summer
- 8 years 1 month ago
- Investment Management, Financial
Intelliflo unveiled details of the Simplified Investment Advice service targeted to launch this summer to clients of advisers using the Intelligent Office (iO) Personal Finance Portal (PFP). Advisers can choose which clients have access to the service. A configurable advice process incorporating attitude to risk and investment projection tools will be available allowing clients to experience a fully online and automated process.
A leading UK Investment Management Company Renews Contract with Lombard Risk
- 8 years 1 month ago
- Investment Management
A leading European investment management company based in the UK has renewed its long-standing contract with Lombard Risk for COLLINE, a real-time cross product collateral solution, as well as its front office trading tool OBERON. These solutions will continue to provide Lombard Risk’s client with the calculation of exposure and end-to-end margin processing and reporting.
Eagle Solution Selected by Principal Global Investors to Enhance Global IBOR
- 8 years 1 month ago
- Investment Management, Infrastructure
Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced they have been selected by Principal Global Investors (PGI), the asset management arm of the Principal Financial Group, to provide a portfolio accounting solution hosted on Eagle ACCESS(SM), and to achieve an investment book of record (IBOR).
Idinvest and Creandum Invest $14 Miillion in Planday
- 8 years 1 month ago
- Investment, Investment Management
Planday, the workforce management platform for shift-based businesses, today announces that it has raised a $14 million Series B round of funding. The round was led by new investors Idinvest, and also included Creandum, the lead investor in Planday’s Series A round, SEB Private Equity, and angel investor Arthur Kosten, co-founder of Booking.com.
Alceda and CBRE Clarion Securities Partner to Launch UCITS Fund
- 8 years 1 month ago
- Fund Management, Investment Management
Alceda and CBRE Clarion Securities to launch a UCITS fund vehicle focused on investing in global listed infrastructure securities. The Fund will be structured in the form of a UCITS vehicle on Alceda’s UCITS platform in Luxembourg, and is expected to be available for investment in the coming weeks. Today’s announcement underlines Alceda’s strategy to work with larger scale asset managers and supports CBRE Clarion Securities’ aim of makingits... more
UniCredit and Anthemis Group to Unveil UniCredit EVO Investment Venture
- 8 years 2 months ago
- Investment Management
UniCredit and Anthemis Group to launch a new joint investment venture. UniCredit EVO (equity venture opportunities) will be a dedicated initiative focused exclusively on identifying and investing in best-in-class financial technology startups. With an initial capital commitment of €200 million from UniCredit, the initiative will target mid stage startups and follow-on investments in more mature and established FinTech businesses, as well as... more
