Switzerland based family office selects wealth technology system

“We are very excited to expand and support sophisticated investors and their advisors across EMEA. Switzerland in particular is of strategic importance as we look to expand our leadership role in reshaping the global private wealth industry”,


Wilshire Launches Wealth Management Platform

Wilshire Funds Management, a business unit of the global investment manager, Wilshire Associates Incorporated, today announced it is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading f


SS&C Acquires One-Third Interest in Nervanix

SS&C’s investment in Nervanix will combine its leading adaptive learning capabilities with SS&C’s portfolio of solutions including its leading financial services cloud-based learning platform, Zoologic Learning Solutions.


AssetMark Poised for the Future with New Ownership Structure

AssetMark, Inc., a leading provider of innovative platform, investment and consulting solutions serving financial advisors, announced today that Huatai Securities has agreed to purchase the Company from private equity firms Aquiline Capital Partners and G