06/26/2012
Morgan Stanley Smith Barney will now allow its full rank of financial advisers the option to join the worlds of Twitter and LinkedIn. Morgan Stanley Smith Barney will now allow its full rank of financial advisers the option to join the worlds of Twitter a
06/25/2012
The new site, which has been optimized for viewing on all mobile devices, provides an enhanced and more dynamic user experience, featuring Convergent's Dollars & Sense blog, Market Commentary and Analysis, client case studies, and video clips. Th
06/25/2012
DST Global Solutions tackles industry corporate actions operational challenges with XSP alliance
06/24/2012
The solution gives advisors mobile access to their clients’ WealthStation financial planning reports, facilitating increased collaboration and effectiveness of client meetings.
06/24/2012
Windsor financial-software services vendor SS&C Technologies Corp. has closed its deal with GlobeOp stockholders.
06/21/2012
Partners Group Lists on CAIS to Provide Private Equity Solutions for the Independent Wealth Management Channel
06/20/2012
More and more high-end properties feature such "smart-home" technologies - professional-grade audio/video systems, plus lights, thermostats, window shades and more that you can control with an Apple (AAPL) iPad or other smart device.
06/20/2012
Staying ahead of the latest and predicting the next biggest thing is as much an art as it is a science but at INKOM Wealth Management, they say its what they do best.
06/20/2012
The new wealth management platform aims to automate key functions and improve workflow for financial advisors.
06/20/2012
New software upgrade helps investment managers address global regulatory changes and market volatility, while enhancing transparency and operational efficiency
06/19/2012
Developed through insights from research into national trends in independent work, and with input from successful independent consultants within the MBO Partners community, the Jive-powered private platform is named MBO Access.
06/19/2012
RPG, now a fee-based wealth management firm, develops specific plans for clients through an educational approach.
06/19/2012
SEI to Provide Specialized Operational Support for Premier Alternatives Manager
06/19/2012
The new Android app provides the same pioneering functionality, including the ability to set up new beneficiaries while mobile.
06/19/2012
This quantitative approach helps portfolio managers, asset managers and hedge funds reduce information leakage, improve trade fill rates and improve best execution.
06/18/2012
CoreOne's ability to acquire proprietary capital markets platforms and re-purpose them into trusted industry solutions has uniquely positioned it across key franchise business activities such as equity finance, prime brokerage, funds administration,
06/15/2012
As part of the Global Treasury Solutions business, BofA Merrill's Commercial Card group develops strategies and solutions that are closely aligned to the treasury goals of commercial and government entities.
06/14/2012
CashPro(R) Payments Recognized for Simplifying Client Experience
06/13/2012
The QED Anova Platform supports improved delivery of portfolio analytics and information to pension funds, endowments and public finance entities
06/12/2012
SunGard has identified ten trends shaping “big data” initiatives across all segments of the financial services industry.