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Australian Firm Deploys Trade Surveillance from Eventus

October 29, 2025 by FTF News

Australian Firm Deploys Trade Surveillance from Eventus

An Australian wealth management and financial technology provider, Openmarkets Group (OMG), will be using the Validus trade surveillance system from Eventus, to help expand its suite of wealth and trading capabilities and pursue growth opportunities in Australia, Asia, and the U.S., officials say. Validus is being deployed for all of Openmarkets’ businesses and will be… Read More >>

Filed Under: Securities Operations, Back Office, Clearing, Industry News, Operational Risk, Ops Automation, Risk Management, Back-Office, Regulation & Compliance Tagged With: compliance systems, Eventus, OpenMarkets Group, Trade Surveillance, Validus, wealth management technology

The Trust Company of Tennessee Taps SS&C’s Platform

October 14, 2025 by FTF News

The Trust Company of Tennessee Taps SS&C’s Platform

The Trust Company of Tennessee has modernized its corporate retirement services support via the SS&C Retirement Recordkeeping platform from SS&C Technologies, officials say. “The Trust Company of Tennessee provides recordkeeping, administration, and advisory services to businesses and organizations offering retirement plans. The platform upgrade enables retirement plan sponsors to deliver retirement and wealth management services… Read More >>

Filed Under: Securities Operations, Affirmation, Allocation & Confirmation, Back Office, Buy-Side, Corporate Actions, Data Management, Operational Risk, Ops Automation, Digital Transformation, Back-Office, Integration, Standards, KYC Tagged With: automation, back office, data management, investment and retirement solutions, retirement planning, Securities Operations, wealth management, wealth management technology

Raymond James Ltd. to Hasten Digital Transformation via FNZ

July 9, 2025 by Eugene Grygo

Raymond James Ltd. to Hasten Digital Transformation via FNZ

Raymond James Ltd., the Canadian subsidiary of the North American investment firm Raymond James Financial, is investing in and collaborating with FNZ, a wealth management platform provider, to deliver a wealth management system intended to strengthen Raymond James Ltd.’s value proposition, officials say. The strategic investment in FNZ is intended to strengthen Raymond James Ltd.’s… Read More >>

Filed Under: Securities Operations, Back Office, Buy-Side, Data Management, Private Equity, Middle-Office, Operational Risk, Ops Automation, Outsourcing, Artificial Intelligence, Back-Office, Blockchain/DLT Tagged With: automation, back office, blockchain, Buy-side, digital transformation, Securities Operations, Standards, wealth management technology, wealth manager

Chevy Chase Trust Jumps to FIS Solutions

February 9, 2018 by Eugene Grygo

Chevy Chase Trust Jumps to FIS Solutions

Chevy Chase Trust, a privately held trust and investment management firm, will be replacing incumbent IT systems with a unified wealth management technology platform and services from FIS, in an effort to provide more personalized services to its clients. The multi-year agreement will provide Chevy Chase Trust with a suite of technology and operations services… Read More >>

Filed Under: Securities Operations, Buy-Side, Data Management, Industry News, Middle-Office, Ops Automation, Outsourcing, FinTech Trends, Back-Office, Integration, Standards, Industry News Tagged With: Brian DuVal, Chevy Chase Trust, data management, FIS, FIS Private Cloud, Lynn Panagos, wealth management technology

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