Wealth management - News, Articles & Research: Finextra

T Rowe Price launches Yodlee aggregation service

Baltimore-based T Rowe Price has launched AccountMinder, a Yodlee-powered account aggregation service for individual investors.

07 August 2001

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UK banks lagging in multi-channel wealth management

UK retail financial organisations are failing to achieve a multi-channel approach to wealth management services, according to a new study from TCA Consulting.

02 August 2001

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Raft and Stratus provide 24x7 risk management

UK-based banking technology vendor Raft International has formed an alliance with server provider Stratus Technologies to deliver high availability, fault-tolerant banking solutions to the financial services industry.

13 July 2001

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x.eye wins TD Evergreen wealth management contract

Canadian bank-owned brokerage TD Evergreen has licensed x.eye's wealth management technology for use on 750 desktops within the firm.

11 July 2001

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Wealth managers failing to adjust to changing markets says BCG

Financial institutions should recognise and adjust to significant changes in the economics of the wealth management industry if they are to realise their full potential, according to a study by The Boston Consulting Group (BCG).

11 July 2001

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Raft International wins Icelandic private bank contracts

Component-based financial software house Raft International has won a contract to build a new technology and business solution to support the private banking arms of Heritable Bank and Landsbref hf, subsidiaries of Landsbanki (former National Bank of Iceland), that will integrate with their existing systems in London and Iceland.

11 July 2001

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Credit Suisse cuts multi-million dollar wealth management deal with Reuters

Credit Suisse has signed a three-year multi-million dollar agreement with Reuters to expand the bank's online private banking and wealth management business.

10 July 2001

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Bank One offers wealth management aggregation services

Bank One has partnered with North Carolina-based Adhesion Technologies to provide online account aggregation and wealth management applications to its clients.

10 July 2001

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Barclays sets out wealth management stall

Barclays Bank is to consolidate its disparate private client business operations into a single international wealth management unit. The new service will take advantage of the Open Plan concept developed by Barclays' Woolwich subsidiary, which invites customers to pool their assets so that debits and credits may be offset across multiple accounts.

25 June 2001

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Norwich Union at the Crossworlds

Norwichunion.com, the recently launched online financial planning arm of UK insurance outfit Norwich Union, is using business integration technology from California-based CrossWorld to provide services across telephone, Web and e-mail delivery channels

25 June 2001

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Australia's Macquarie Bank to offer account aggregation

Australian investment house Macquarie Bank is to offer account aggregation software from its Enrichment wealth management portal site.

19 June 2001

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AMP launches online funds supermarket

Australian financial services company AMP has launched Ample, an online investment supermarket for UK consumers, featuring a combination of tailored and targeted information and a choice of 400 funds from 22 managers.

19 June 2001

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