07/09/2012
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
“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
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
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
According to the survey, mobile technologies will continue to build on the cloud platform, providing.
06/27/2012
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
Global PAYplus Payment Services Hub and Global CASHplus Recognized as Truly Innovative
06/27/2012
CAIS Platform Recognized for Delivering a Complete End-to-End Alternative Investment Solution
06/27/2012
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 was founded in 2008 with an investment from Howard P. Milstein, prominent businessman, philanthropist and civic leader.
06/26/2012
Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions
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.