Investment manager Aperio Group will be using trading systems and support from vendor Linedata to stay ahead of a growing flow of business, especially in separately managed accounts (SMAs). Aperio, which describes itself a $16 billion research-based investment manager, has signed on with Linedata to replace an incumbent, internally developed platform, vendor officials say. Considered… Read More >>
RNC Genter Deploys Single-Point Access to Fiserv Network
Firm to Use Fiserv’s Asset Manager Connect Asset manager RNC Genter Capital Management is using Asset Manager Connect from Fiserv to “increase access to managed account sponsors and grow their client base,” officials say. The Asset Manager Connect links lets firms easily communicate with managed-account sponsors across the Wealth Management Network from Fiserv, officials say…. Read More >>
Fiserv Upgrades Wealth Management System
In a bid to bolster its single platform, integrated approach to wealth management, Fiserv, a financial services IT solutions vendor, has added advisor portfolio management and trading technology support to its Unified Wealth Platform, a hosted, application service provider (ASP) offering. The Unified Wealth Platform combines portfolio management, trading, accounting and reporting for managed accounts,… Read More >>
