01/27/2013
Dion Global Solutions has announced that it has launched the Fatca (Foreign Account Tax Compliance Act) TRAC Indicia Check Service to assist financial firms in making an initial assessment of the impact of the Fatca regulations on their business.
01/24/2013
Centier Bank, a financial services provider based in Northern Indiana
01/23/2013
Total bank IT spending across North America, Europe, and Asia-Pacific will grow to US$179.2 billion in 2013, an increase of approximately 3.4% over 2012.
01/23/2013
The report compares and contrasts the direction of IT spending trends.
01/21/2013
Latest Release Goes Live With SS&C GlobeOp's Private Equity Clients
01/17/2013
PCR was awarded "Most Innovative Private Bank Provider".
01/14/2013
“As we continue to expand our wealth management solutions we are pleased to introduce the latest in portfolio management and technology to help our clients meet their financial goals.”
01/13/2013
AbsoluteWealth.com, the industry leading financial information site, has revamped its online presence in anticipation of more changes.
01/13/2013
Designed to give business development and client management executives access to the intelligence and functionality of Wealth-X Professional while they are on the move, the application represents another milestone in Wealth-X's mission in enhancing t
01/10/2013
Growth in Cloud Computing and Financial Services Technology Leads to Greater Customization and Delivery Speed
01/09/2013
The paper tackles the problems associated with fragmented position-keeping across the trade lifecycle.
01/09/2013
"Since Paladyne was acquired by Broadridge we have significantly expanded our product offering and account coverage, and are extending into adjacent markets beyond the hedge fund community."
01/08/2013
Leading independent broker-dealer firm to deploy FolioDynamix proposal generation, investment modeling, trading and reporting solutions with overlay management
01/07/2013
XSP offers a range of deployed, hosted and SaaS-based solutions that help automate the corporate actions processing lifecycle
01/07/2013
Fiera Capital announced its acquisition of Natcan in April 2012
01/07/2013
We welcome this important strategic relationship with Bridgewater Associates
01/06/2013
The awards seek to identify the best product offering based on functionality, usability, performance, return on investment and reliability in a wide range of categories.
12/30/2012
The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information
12/26/2012
Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.
12/22/2012
Leading wealth management solutions firm changes hands
eXimius is a robust relationship-centric portfolio management, modeling and reporting platform