Heartwood Wealth Management selects InVantage

Investmaster's InVantage wealth management system has been installed by Heartwood Wealth Management to provide cust-omer relationship management (CRM), client reporting, document management, portfolio management, trading and settlement. The London-based wealth management firm with £1 billion under management specialises in investment markets, tax advice, retirement and inheritance planning. According to Investmaster, Heartwood chose the InVantage platform because it provided a single, integrated

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A rough race begins: Industry faces uphill transition to T+1 settlement

With T+1 compliance set to begin next May, firms will likely be burdened by reduced IT budgets, existing legacy systems and manual processes over the next 15 months. So, while faster settlement will help innovate the middle and back office, some argue industry needs a longer timeline.

Build versus buy: How to evaluate your software

For as long as the investment management industry has used software, there has been a debate about whether asset managers should build or buy their tools. Jonas Svallin, global head of quantitative research and product development at FactSet, argues that…

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