09/26/2017
The single sign-on capability extends to each platform's client portal, so investors can easily view their account information and contact their advisor with questions.
09/26/2017
Family offices hold a firm grasp on the upper levels of the financial industry.
09/25/2017
“By using blockchain technology it is possible to cut through huge swathes of complexity.”
09/25/2017
But all hope is not lost.
09/25/2017
So far, six of Deloitte’s clients have been told their information was “impacted” by the hack. Deloitte’s internal review into the incident is ongoing.
09/22/2017
Bitcoin qualifies as both a store of value and a digital cash system.
09/22/2017
Movements in the Indicator reflect investor confidence in their allocations to hedge funds.
09/21/2017
Fund portfolio will double iCapital’s platform assets to nearly $5 billion
09/20/2017
LYONSCG creates world-class digital commerce experiences.
09/20/2017
The company did not disclose the fees associated with the hybrid platform but said it developed the option “by popular demand.
09/18/2017
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management
09/15/2017
Banks, asset managers ‘in trouble’ due to AI, robotics
09/14/2017
Based on predictive analysis of individual behavior and spending patterns, the Personetics solution enables RBC to provide clients with an effortless way to maximize savings, while ensuring that sufficient funds are available to cover future expenses.
09/13/2017
After a nearly year-long beta test, Fidelity advisors can now access AMP.
09/12/2017
The new platform can analyze “millions of potential future market and life outcomes” and then adjust projections for each client based on changing healthcare spending and “other items,” according to the press release.
09/12/2017
SS&C delivers a new solution that transforms rebalancing and portfolio construction for Investment Managers
09/11/2017
SEI continues to see increased interest in the company's OCIO services from colleges and universities.
09/07/2017
As a transitional role, Chris will also be working alongside David Tibbetts
08/31/2017
Our first target is people who have a bank account in the US.
08/30/2017
Digital Wealth Manager Adds $2 Billion in AUM in Under One Year