09/22/2013
Oppenheimer & Co. Inc's 2,300 advisers are rebooting
Oppenheimer is the latest major wealth management firm to adopt the six-year-old service.
FinTech
09/18/2013
Envestnet Tamarac Adds Powerful Business Intelligence Reporting Tools To Advisor Xi(R) Practice Management Platform
Envestnet Tamarac, part of Envestnet, Inc., a leading provider of integrated, web-based portfolio and client management software for independent advisors and wealth managers, has released an enhanced set of proprietary business intelligence re
09/17/2013
DST Global Solutions upgrades Anova
Anova's latest enhancements address the burdens placed on investment managers by upcoming regulation
09/12/2013
Industry Leader to lead DST Business Development for North America
He comes to DST Global Solutions from Eagle Investment Systems
09/11/2013
One Quarter of Global Investment Management Firms Rely on Outdated Technology - RESEARCH
SimCorp StrategyLab, a private research institution sponsored by SimCorp, today released a new study titled, “Legacy Systems: The inconvenient truth and the cost of doing nothing.”
09/10/2013
Gleeson Financial Group Selects Maximizer CRM for Wealth Management Solution
Moving forward with Maximizer CRM came as a result of closing evaluating their unique business requirements and selecting a CRM partner that was the best possible fit for a financial services provider.
09/08/2013
Temenos signs first US customers for T24 deployed as Software-as-a-Service
The rationale was to combine Temenos' market-leading solutions for core banking.
09/05/2013
ESET Uncovers Advanced "Hesperbot" Banking Trojan Targeting Europe and Asia
This newly revealed and very potent banking malware, dubbed Hesperbot, is spreading via phishing-like emails, and attempts to infect mobile devices running Android, Symbian and Blackberry operating systems
09/04/2013
Israel Discount Bank of New York selects SEI Wealth Platform
IDB Bank's selection of SEI continues the growing momentum of the SEI Wealth Platform, as the company has had two U.S. bank clients go live on the Platform during the first half of the year.
09/03/2013
Advent Software Named a "Best-in-Class" Technology Provider
dvent Portfolio Exchange® Receives High Marks From CEB TowerGroup
08/28/2013
SimCorp Poll Reveals Continued Failures in Buy-Side Derivatives Processing
A concerning number of buy-side firms still rely on legacy systems even as they seek to generate alpha through alternative investment strategies.
08/27/2013
BNP Paribas Upgrades Qihoo 360 Technology to “Buy” (QIHU)
Three analysts have rated the stock with a hold rating and eight have given a buy rating to the company.
08/26/2013
GBST expands overseas and lifts profits
Wealth technology provider GBST grew its revenues and profit in the 2013/2013 financial year while also expanding overseas.
08/26/2013
Feds Will Monitor Banking Customer Experience
Being good to banking customers is no longer just a recommendation, it has the power of federal regulation behind it.
08/22/2013
Nasdaq glitch prompts two-hour shutdown and fears over stability
The company said the the failure resulted from a glitch in software that publishes the prices of stocks listed on the exchange.
08/21/2013
SimCorp enhances investment management software
Version 5.4 introduces a new Trade Processing Dashboard
08/19/2013
Regulation: A Torrent of Trouble for Wealth Management
From recent Equiniti commissioned research we have identified that 38% of the senior wealth managers have already changed their view of outsourcing the back and middle office due to regulation
08/19/2013
Advent Software Collaborates With Advise Technologies
The primary benefit of this collaboration is the integration of the systems from each firm, making it easier for clients to address regulations.
08/18/2013
SS&C PORTIA Joins With SS&C Zoologic Learning Solutions to Offer Web-Based Training to Clients
SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that SS&C PORTIA and SS&C Zoologic Learning Solutions have teamed up to provide web-based, on-demand traini
08/18/2013
Broadridge Earns Industry Excellence Awards for Best-in-Class Financial Technology Solutions
Broadridge Financial Solutions, Inc has been recognized for excellence in delivering best-in-class technology solutions to the financial services industry.