07/11/2012
Advisors Stuck in Tech Status Quo as Integration Frustrations Remain - SEI Survey
The results point to the lack of real movement toward integrated technology solutions in the industry, despite the ongoing demand from advisors.
FinTech
07/09/2012
BondDesk's Wealth Management Platform to supports FINRA requirements
BondDesk is a leading provider of fixed income technology and operator of the largest odd-lot fixed income alternative trading system in the United States.
07/09/2012
Principal Trust Company Goes Live With Innovest
Principal Trust Company selected Innovest in early 2012 because the InnoTrust product is a proven, secure, and flexible trust accounting and wealth management system delivered in a Software as a Service (SaaS) model.
07/08/2012
Principal Trust Company Goes Live With Innovest
“We are very pleased with the success of our InnoTrust implementation,” said Deborah Harris, personal trust manager at Principal Trust, “The conversion team made our transition as seamless as possible. We’re excited to be using a t
07/08/2012
Fund Managers Seduced by Facebook
Some of the funds that bought shares wouldn't normally be considered natural investors in a high-growth technology company like Facebook.
06/28/2012
Boston Financial Expands E-Business Division
Melter's appointment reinforces Boston Financial's commitment to offer a consultative approach to develop solutions that help financial services clients better manage their businesses.
06/28/2012
US, China to lead global tech innovation: KPMG survey
According to the survey, mobile technologies will continue to build on the cloud platform, providing.
06/27/2012
Dynasty Financial Partners adds key talent
Dynasty's integrated wealth management platform combines proprietary technology and business lines with a network of select resource partners to deliver a comprehensive suite of services to the industry's most sophisticated advisors.
06/27/2012
Fundtech Wins Award for Best Payments Technology
Global PAYplus Payment Services Hub and Global CASHplus Recognized as Truly Innovative
06/27/2012
CAIS Wins Best Private Banking Technology Award
CAIS Platform Recognized for Delivering a Complete End-to-End Alternative Investment Solution
06/27/2012
Banco de la Nación Argentina New York selects Lombard Risk solution to automate its regulatory reporting
BNA is the largest commercial bank in Argentina's banking sector. It has 624 branches throughout the national territory and a global presence in fifteen different countries, employing more than 16,000 people.
06/27/2012
Summitas Named "Best Risk Management Service Provider"
Summitas was founded in 2008 with an investment from Howard P. Milstein, prominent businessman, philanthropist and civic leader.
06/26/2012
People's United Bank selects new wealth management system
Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions
06/26/2012
Morgan Stanley Smith Barney Expands Access To LinkedIn, Twitter
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
Convergent Wealth Advisors Launches New Website
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 inks agreement with XSP
DST Global Solutions tackles industry corporate actions operational challenges with XSP alliance
06/24/2012
SunGard Launches WealthStation Mobile Report Access for Financial Advisors
The solution gives advisors mobile access to their clients’ WealthStation financial planning reports, facilitating increased collaboration and effectiveness of client meetings.
06/24/2012
SS&C seals deal with GlobeOp
Windsor financial-software services vendor SS&C Technologies Corp. has closed its deal with GlobeOp stockholders.
06/21/2012
CAIS Platform Expands Product Menu to Include Private Equity
Partners Group Lists on CAIS to Provide Private Equity Solutions for the Independent Wealth Management Channel
06/20/2012
5 High-Tech Smart Homes for the Super Rich
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.