04/22/2014
When looking for their CRM solution, Integre Advisors was seeking a product tailored to the specific needs of their institutional investment firm where each relationship included dozens of contacts, each with different roles.
04/17/2014
Eastern Bank, the largest and oldest mutual bank in the United States, has chosen Infosys Finacle to enhance its online and mobile banking products, while also providing a platform that allows for future growth and makes banking easier for its customers.
04/15/2014
SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, today announced Capital Institutional Services, Inc. has gone live with SS&C's Lightning TradeDesk for its institutional trading
04/08/2014
Broadridge Financial Solutions, Inc. a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today announced the launch of CollateralPro
04/07/2014
Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.
04/07/2014
Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage wealth, today announced the expansion of their team, hiring Gene Reese as Chief Product Officer.
04/03/2014
Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.