Managers of Wealth Americas

Royal Bank ranked best online banking site for 3rd year in a row

The survey ranked Canada's five biggest banks as the financial institutions with the best banking experiences.

Interactive Brokers Launches Electronic Marketplace for Advisors

The first fully electronic forum designed to connect Wealth Managers and Money Managers.

DST Global Solutions launches iPad App

The app, called 'DST IMS', is now available as a free download from the iTunes App Store.

ISACA Risk/Reward Barometer Highlights BYOD Phenomenon and the Blurring Perimeter

ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.

BNY Mellon Announces New Report Solutions for Asset Servicing Clients

Online, custom report templates cut time and effort to address regulatory reporting requirements

Fiserv and the Money Management Institute Partner on UMA Industry Research

In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industr

How Baker Tilly Successfully Approached Social Media

"Baker Tilly's social media policy was designed to strike a balance between encouraging employees to be brand ambassadors and to be good stewards of our firm, our clients, and our people."

Advent and IntraLinks join forces on Tamale RMS

The new interface offers enhanced information automation and saves multi-manager organizations time throughout the research and due diligence processes.

Boston-based Global Investment Firm Selects Equipos Coric

Equipos has announced that Coric has been selected by a leading Boston-based global investment firm in support of their commitment to deliver exceptional client service.

Advent Software expands in Canada with addition of Scotiatrust

Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio

SAGE SA launches BlackSwan Financial Platform

A Revolutionary tool to maximize returns and minimize losses during extreme market conditions

Advent Receives Highest Standing in the 2012 Service Provider Rankings

Industry Leader Recognized as Top 'Technology Provider for Accounting and Reporting' Marketwire

Envestnet Announces Integration With Junxure CRM Software

How are cloud-based systems different from other platforms?

Envestnet Announces Strategic Partnership

"By embedding the Envestnet solutions directly into our custodial platform we can provide our financial advisors with access to portfolio management, reporting and compliance to yield efficiency, scalability and growth while better supporting their e

Bloomberg Launches Enterprise App Portal To Financial Markets

The Bloomberg App Portal harnesses third-party innovation to broaden customer content

Broadridge names new COO

He has served as Corporate Senior Vice President and Chief Corporate Development Officer at Broadridge, has been promoted to Chief Operating Officer

Orc opens access to ABN Amro US execution services

Orc, a leading provider of technology and services for the global financial industry, announced today that it has enhanced its connectivity offering by providing access to the US execution services of ABN AMRO Clearing (AAC).

GAM signs for SunGard global fund trading system

SunGard has announced that GAM, an independent, active investment management firm with USD 48.0 billion in assets under management, has chosen the SunGard Global Network (SGN) global fund trading solution to help broaden and streamline the distribution of

Million-Dollar Traders Keep Getting Replaced By Machines

UBS joins Barclays Plc, Credit Suisse Group AG and Goldman Sachs Group Inc. in using computer programs to trade financial instruments that once generated some of their biggest fees.

Advent Software Awarded Top Honor for CRM Solution

Today's asset and wealth managers require more than just an efficient and reliable CRM solution, they must be able to move seamlessly from contact information to portfolios

FinTech