03/04/2014
SimCorp Dimension gets upgrade
The enhancements will provide SimCorp Dimension front office users ready access to risk and performance figures for calculations, which both automatically update when investment parameters are changed.
FinTech
03/03/2014
Using Performance Analytics to Attract and Retain Clients by Phil Banas
Today's marketplace provides investment firms with a wide range of asset classes to help them to manage money effectively.
02/28/2014
Securities Service Network Selects FolioDynamix Wealth ManaPgement Technology
Leading independent broker dealer to rollout FolioDynamix full wealth lifecycle technology supported by overlay management and turnkey advisory services
02/28/2014
FinaMetrica Shortlisted for Family Wealth Report Awards 2014
Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals, which the prestigious panel of judges deemed to have &
02/27/2014
Survey Says: Social Media Gaining Importance as Investment Tool
The increasing popularity in social media is playing a greater role in how professional market participants make investing decisions
02/27/2014
Grassi & Co. launches a hedge fund administration subsidiary
GFAS will expand on Grassi & Co.'s reputation for financial and service innovation
02/27/2014
Private Client Resources Recognized By Industry As 'Best Reporting Solution'
Private Client Resources, a leading outsourcing provider of private wealth reporting and integrated technology, has been awarded "Best Reporting Solution" by Private Asset Management magazine.
02/27/2014
Broadridge Acquires Emerald Financial for $60 million in cash
Broadridge Financial Solutions Inc., the leading technology-driven solutions provider for financial services firms globally, today announced it has acquired Emerald Connect, LLC
02/26/2014
Major Global Wealth and Asset Manager Invests More Than $4 Million in a Kofax Solution
Kofax Limited a leading provider of smart process applications for the business critical First Mile of customer interactions, today announced a major global wealth and asset management company headquartered in Western Europe has invested more than $4 mil
02/21/2014
Oracle Introduces Oracle Eloqua for Wealth Management
To help wealth management organizations address these challenges and better target and engage customers and advisors, Oracle today announced Oracle Eloqua for Wealth Management.
02/20/2014
SS&C GlobeOp is Top-Rated in Private Equity Fund Administration Survey
Firm Earns 42 "Best in Class" Ratings Across Survey Service Categories
02/19/2014
Charles River Addresses Global Client Demand for Cloud-Based Solutions in 2013; Adds 38 New & Expanded Client Relationships
Investment firms are taking advantage of SaaS-based systems so they can simplify operations and focus on core competencies
02/17/2014
Pershing introduces NetXInvestor portal for individual investors
Formerly NetExchange Client, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations
02/17/2014
BNY Mellon Launches New Era in Global Payments Service Delivery
New global payments infrastructure debuts with roll-out of enhanced Euro clearing support for global clients
02/17/2014
Gemini Hedge Fund Services opts for SunGard’s Hedge360
US-based hedge fund administrator Gemini Hedge Fund Services has chosen SunGard’s Hedge360, a front-to-back office hedge fund investment management application suite, as its platform of choice.
02/13/2014
Citi Private Bank Selects Charles River
Citi Private Bank today announced that it has selected the Charles River Investment Management Solution as Citi Investment Management's portfolio management system, and Citi OpenAiSM as its middle-office services provider and portfolio accounting sy
02/12/2014
Information technology consulting firm acquires NY firm for $46 million
The has made several acquisitions in the past year, including its purchase of CoreMatrix Systems LLC in October for $21.5 million, and TriTek Solutions Inc. last May for $18.5 million.
02/11/2014
Smartphone provides catalyst of change for banks of the future
Major banks have committed to a smartphone interface and already have smartphone applications available.
02/10/2014
Advent to deepen integration with TD Ameritrade platform
Advent believes in open architecture and deep integration between our platforms, custodians, and other third party technologies
02/06/2014
Advent Software and Fincad forge collaboration pact
Our integration with FINCAD will significantly enhance our entire product suite