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
12/17/2012
Canadian wealth manager to deploy asset allocation and risk management platform
WCPC is the first Canadian wealth manager to deploy the platform.
12/17/2012
TabbFORUM sits down with SimCorp to address the importance of a single authoritative source of ‘truth’ to support the buy-side’s investment strategy
12/16/2012
The survey ranked Canada's five biggest banks as the financial institutions with the best banking experiences.
12/13/2012
The first fully electronic forum designed to connect Wealth Managers and Money Managers.
12/13/2012
The app, called 'DST IMS', is now available as a free download from the iTunes App Store.
12/12/2012
ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.
12/04/2012
Online, custom report templates cut time and effort to address regulatory reporting requirements
12/03/2012
In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industr