03/31/2014
Why Business Process Outsourcing?
As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.
FinTech
03/31/2014
Lab49 partners with UBS to develop UBS Neo platform.
Lab49 has announced its involvement as a partner in the development of the UBS Neo platform.
03/31/2014
Horizon Investments Selects FolioDynamix Wealth Management Platform as Foundation for UMA Programs
FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Horizon Investments has selected the FolioDynamix wealth management technology platform.
03/26/2014
FolioDynamix Partners with Interactive Data to Include Market-Q in Its Wealth Management Platform
Addition of Interactive Data’s real-time market data strengthens advisor decision-support capabilities in the FolioDynamix platform
03/24/2014
Comarch Wealth Manager – App For the Richest
HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.
03/21/2014
One of America's Top 3 largest global banks goes live with AIM Software
Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business
03/20/2014
2014 10 Technology Trends for Business -PwC
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.
03/20/2014
2014 10 Technology Trends for Business -PwC
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.
03/20/2014
Bonaire Enhances SaaS Offering for Asset Managers
Hosting on Broadridge's network environment provides industry leading security and reliability
03/19/2014
How to Utilize Technology to Best Serve Investors and Grow Business - RESEARCH
Global Domain Manager for System Architecture at SimCorp, the paper is part of an on-going series of industry thought leadership, compiled and published by SimCorp.
03/19/2014
SS&C Announces Release of CAMRA Workspace
Latest Release Delivers Superior User Experience and Powerful Capabilities
03/19/2014
Vestmark Named 'Best Risk Management Solution in Wealth Management' by Family Wealth Report
Vestmark, a leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.
03/18/2014
Family Offices Require Integrated Technology Partners To Effectively Manage Client Data
Envestnet, Inc a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect
03/14/2014
Advent Software Wins 2014 Private Asset Management Award for Best Technology Platform
Advent Portfolio Exchange(R) Recognized for Financial Progress, Growth, Client Satisfaction & Product Innovation
03/12/2014
Asset-management titan scoops up cybersecurity firm
The firm is purchasing an 80 percent stake in the company for $150 million.
03/12/2014
William Blair & Co. Selects Tamarac Portfolio Management Platform
Integration of Tamarac's cutting-edge Advisor View and Advisor Rebalancing applications will facilitate real-time, transparent reporting and other portfolio management efficiencies for William Blair's private wealth clients in 2015.
03/11/2014
Technology is Invading Banking: Which of These 2 Banks Will Prosper?
The banking industry is changing and in no area has this become more apparent than in how customers interact and communicate with their bank.
03/11/2014
Vestmark Recognized for 2014 Bisa Technology Innovation Award
Launched in May of 2013, VestmarkONE Advisor provides financial advisors with a single platform to manage all fee-based advisory accounts and easily monitor their entire book of business.
03/06/2014
Advent Receives Top Honors
"Our continued enhancements to the depth and breadth of our solutions for the alternatives market are a demonstration of Advent's ongoing commitment to the industry.
03/05/2014
SS&C to Host 'A Conversation With Bill Stone, CEO and Chairman' Event in Hong Kong
SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, today announced they will host an event featuring a conversation with CEO, Bill Stone in Hong Kong on 12, March 2014.