12/18/2014
Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced that PriceMetrix's proprietary database of fee and managed accounts history will be offered as part of Thomson Reuters Wealt
12/17/2014
Regardless of age, wealth level, geography or need for advice, high net worth individuals are demanding digital capability from the wealth management industry and two-thirds would consider an alternative provider by leaving their current wealth management
12/17/2014
Only private wealth-focused online platform to offer private equity peer group data from Burgiss
12/16/2014
The company recently announced that two banks – one in North America and the other in the Middle East are using its banking solutions.
12/16/2014
At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions.
12/15/2014
FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.
12/15/2014
New Version Increases Fixed Asset Management Efficiency, Supports Accounting for Tangible Property Repairs Regulations
12/11/2014
"We believe emX is more than just wealth management software—it's a better way of doing business."
12/09/2014
Advent Software, Inc., a leading provider of software and services to the global investment management industry, today announced the global availability of this year’s second major release across its product suite.
12/09/2014
Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.
12/09/2014
“Easy and timely access to market data is going to be critical to the financial services industry’s ability to re-invent itself in the post-credit-crisis era,” said Stephane Dubois, Xignite CEO
12/09/2014
With advisors optimistic heading into the New Year, SEI today released its annual list of New Year's resolutions for advisors focused on fostering growth for their firms in 2015.
12/05/2014
Geoff Harries has become global head of asset servicing SS&C Technologies following the acquisition of DST Global Solutions.
12/03/2014
WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment
12/02/2014
His appointment is the 9th permanent appointment made by IRESS in the last 3 months as it continues to build out its Canadian presence.
12/02/2014
The acquisition further solidifies SS&C’s position as the leading global provider of investment management software and outsourcing services.
12/02/2014
Advent's Black Diamond(SM) wealth management platform now offers an integrated experience with Junxure Cloud, Junxure's cloud-based CRM/office management solution.
12/02/2014
Bank of Nova Scotia, for instance, launched a new app for Samsung's Gear 2 and Gear S smartwatches on Monday that allows clients to check their account balances by just swiping a finger across the screens on their wrists.
11/27/2014
Mangipudi Haragopal, the man credited with making Infosys' core banking solution Finacle a globally recognised product, has founded a startup that promises "next generation" banking solutions.
11/27/2014
The company says it will not charge for the use of the software advisor, but will make money selling exchange-traded funds the software recommends.