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Latest Results from /wealth

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Commonwealth Bank to deploy Iress advice platform

IRESS today announced it has been selected by the Commonwealth Bank of Australia as the advice technology partner for the Group’s Wealth Management Advice business.

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SunGard moves into managed accounts business

SunGard has expanded into the managed accounts business with the launch of an integrated managed investment solution, and the implementation of Minnesota-based community bank Union Bank & Trust.

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NZ's TEL goes live with Sonata from Bravura

Trustees Executors Limited (TEL) – the largest provider of third party administration for financial services in New Zealand and leaders in the provision of Trustee, Custodial, Investment Accounting, Unit Pricing and Registry services – is pleased to announce that it has gone live with Sonata, and is the first company to implement Sonata for KiwiSaver.

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State Street pools apps into GX Invesment Labs

State Street Corporation (STT) announced today that it has launched GX Investment Labs, a suite of interactive applications that can be used by clients to inform their investment process.

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Nutmeg appoints new chief product officer from Google

Nutmeg, the online investment management service, has today announced the appointment of Scott Eblen as Chief Product Officer.

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Fiserv wealth platform integrates with HedgeAct portal

Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, announced today it has partnered with HedgeACT, based in Chicago, to deliver access to an array of hedge funds to asset managers and investors within their managed account portfolios.

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APX and Iress announce connectivity to new trading platform

Asia Pacific Stock Exchange (APX) and IRESS (ASX: IRE) today announced that IRESS will integrate support for the APX market into its well recognized institutional and wealth management platforms.

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Baldwin Brothers selects SS&C wealth platform

SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C’s wealth management platform.

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Vanare acquires NestEgg for robo-wealth management

Vanare, a next-generation wealth management technology platform for investment advisors, announced today the acquisition of NestEgg Wealth to launch the first ever offering that completely integrates online wealth management with traditional wealth management in one seamless solution.

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IQuantifi raises $1 million in angel funding round

iQuantifi, the first virtual financial advisor to provide comprehensive, goal-based planning advice to millennials and young families, announced today that it has raised $1 million in its angel round investment.

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Fidelity partners Betterment on digital advisory platform

We are delighted to announce that Betterment and Fidelity Institutional Wealth Services are collaborating in connection with Betterment Institutional, a platform that gives advisors the tools they need to be more productive, more efficient, and provide the best experience for their clients.

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SGSS launches outsourced wealth management platform in UK

Societe Generale Securities Services (SGSS) has launched a fully integrated Wealth and Investment Management outsourcing solution for the UK.