07/03/2020
The phrases “master” and “slave” code or drive are used in some programming languages and computer hardware to describe one part of a device or process that controls another.
07/02/2020
Through the partnership, VoPay will be connected to Inverite’s network of more than 285 financial institutions, providing open banking EFT payments solution in Canada.
07/02/2020
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
07/01/2020
Regions recognizes customers need an exceptional service experience and to be able to manage their finances when, where and how they choose.
06/30/2020
By partnering with FICO, FIS is providing a leading-edge solution to automate routine tasks and reduce false positives that make AML compliance management so challenging, allowing employees to work more efficiently
06/30/2020
The combination will give Empower and Personal Capital the ability to offer retirement plan sponsors’ employees a singular view of their entire financial picture.
06/26/2020
Annual advisor conference is reimagined online
06/26/2020
This financing allows us to continue to expand the functionality of our comprehensive AtlasFive platform and to ensure our clients’ early success by delivering support through our implementation and client services.
06/26/2020
The tool then captures each client’s consent, logs it for record-keeping, and enrols the client in eDelivery, converting a previously paper-based and time-intensive task into a seamless online experience.
06/25/2020
New survey reveals how advisor business models and practices will change—and the implications for asset managers.
06/25/2020
This is an investment in our members and in the future," said President
06/25/2020
Suite of digital solutions addresses critical need for faster time to market with flexible delivery options for the Wealth Management industry
06/25/2020
As Krawcheck explained at the time, women were in need of a financial platform that took into account the specifics related to their lives
06/24/2020
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform
06/24/2020
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform
06/23/2020
We encourage our customers who receive suspicious emails to not respond, click on any links or open any attachments in any format.
06/23/2020
The solution automates the processing of paper and electronic trade transaction documents – enabling banks and other financial institutions to improve efficiency, enhance compliance and reduce processing times.
06/22/2020
SS&C will monitor, submit and correct transactional data on behalf of Mid Atlantic Capital as part of its full-service offering.
06/19/2020
Broadridge and WBR survey 100 buy-side operations leaders.
06/18/2020
The all new, mobile-friendly website also offers user-friendly navigation, an interactive design, and client-friendly educational content for structured investments and annuities