05/21/2012
Ted Rich, Principal of Vinoy Capital LLC and a Black Diamond client, said, “Mobility of data allows us to be headquartered in Orlando, FL, live in Boulder, CO and service clients all over the country.Black Diamond’s innovative iPad app allows
05/18/2012
Investment advisers subject to these rules will be required to report information on a quarterly or annual basis for use by the Financial Stability Oversight Council ("FSOC") in monitoring systemic risk to the US economy.
05/17/2012
Whether big or small, experienced or neophyte, investors no longer looked to figures like mutual fund king Peter Lynch of Fidelity Investments for wisdom.
05/17/2012
SS&C Technologies looks set to aggressively target growth and new clients in Asia through its $920m tie-up with fellow admin firm GlobeOp, which was all but finalised after the offer became unconditional on Monday.
05/16/2012
It's a Silicon Valley ritual: When money seems imminent, wealth managers flock in to help the newly rich navigate their altered financial landscape.
05/16/2012
SunTrust has been an SEI client since 2005. SEI's Global Wealth Services provides core processing, accounting systems, and additional processing services to SunTrust's private client and institutional businesses. To learn more about SEI's G
05/11/2012
SS&C's acquisition of the PORTIA business adds a comprehensive platform of middle-to-back office capabilities allowing investment managers to track and manage day-to-day portfolio activity.
05/11/2012
He said an app for clients could bring details of their financial plan and wealth management together and a key feature would be its accessibility on either the web, a mobile device or a tablet.
05/10/2012
US wealth management solutions firm reports 21% increase in AUM
Revenues from assets under management (AUM) or assets under administration (AUA) increased 21% to $28.3 million for the first quarter of 2012
05/09/2012
Citigroup is once again showing its willingness to venture outside of traditional banking to build a social media strategy, as it has in both its talent acquisition and content.
05/08/2012
BHWM Maestro Allows RIAs and Advisors to Streamline Access and Usage of Cloud-Based Service Applications and IT Security
05/08/2012
In his new role Bowell will be responsible for leading Options IT's North American technology engineering, networking and support teams, as well as overseeing the growth of the Options PIPE Private Financial Cloud services in the North American regio
05/04/2012
US asset manager selects WM technology platform
Our wealth management clients will continue to have access to our strong fixed income capabilities
05/02/2012
GAAP revenue in the first quarter was $1.11 billion compared with $1.05 billion in the first quarter of 2011. Adjusted revenue was $1.03 billion in the first quarter compared with $982 million in 2011, an increase of 5 percent.
05/01/2012
End-to-End Solution Delivers Streamlined Workflows, Business Intelligence Reporting, and a Common User Experience Across Advent's Award-Winning Products
04/30/2012
SS&C Technologies has announced that SS&C Fund Services has been recognized as "Best Administrator – Fund of Hedge Fund Provider Over $30bn".
04/27/2012
Investing with Impact Platform offers an investment approach targeting risk-adjusted financial returns as well as positive environmental and social impact
04/25/2012
Calastone is the only venue where the global fund industry can meet to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology.
04/25/2012
IDD Mobile is an extension to the traditional end-to-end check processing solution Image Deposit Direct, an Internet-based remote capture solution for depositing paper check payments.
04/23/2012
the latest version is already in use by certain clients and will be released for general availability on April 30.