04/25/2012
J.P. Morgan Launches Image Deposit Direct Mobile
IDD Mobile is an extension to the traditional end-to-end check processing solution Image Deposit Direct, an Internet-based remote capture solution for depositing paper check payments.
FinTech
04/23/2012
Advent to Launch New Moxy OMS
the latest version is already in use by certain clients and will be released for general availability on April 30.
04/23/2012
TPG drops out of race for GlobeOp
The announcement leaves SS&C Technologies Holdings, a software development company, as the lead bidder.
04/20/2012
Risk Management Arsenal Expands for Wealth Managers
As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.
04/20/2012
Wealth managers embrace tablet technology
North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C
04/20/2012
UBS Uses IPad to Let Clients Design Trading Algorithms
UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."
04/19/2012
BondEdge Solutions Announces Launch of Wealth Management Offering
Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance
04/17/2012
Central Trust selects new wealth management platform
InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes
04/13/2012
Manulife Asset Management's Enhanced Website Showcases Global Reach
A robust thought leadership library with global investment research and commentary from the U.S., Canada, Europe, Japan and Asia. Users may search, sort, filter and subscribe to these materials.
04/12/2012
FolioDynamix Releases Turnkey Solutions for Registered Investment Advisors
Access to institutional-grade technology, research and models through packaged cloud-based offerings enables RIAs to quickly expand wealth management programs
04/11/2012
SunGard Releases New Version of MarketMap Mobile Market Data Solution
By transmitting less data, MarketMap Mobile helps reduce roaming and data downloading and usage costs. The new update timer option helps users further limit data costs by allowing them to choose how often they want to receive price changes and news.
04/11/2012
Pershing Named Best Family Office Service Provider by PAM
Pershing was selected, in part, for its efforts to innovate and expand solutions for its customers.
04/10/2012
PCR launches superior Alternative to DIY software offerings
This comprehensive solution delivers robust capabilities, including high-quality aggregated data, premium reporting, multi-currency, research, risk analytics, CRM integration, invoicing and more. Additionally, PCR offers unique expertise with alternative
04/09/2012
Envestnet Completes Acquisition of Prima Capital
Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,
04/05/2012
Baker Tilly and FinancialForce.com Announce Partnering Agreement
Baker Tilly and FinancialForce.com to help service firms improve profitability and service delivery
04/04/2012
Intact deploys Eagle's investment accounting solution
This announcement builds on the existing collaboration which began in 2007 with the adoption of Eagle's data management and performance measurement solutions which are hosted by Eagle ACCESS(SM).
04/04/2012
Independent Research Firm Names SunGard’s WealthStation Best-in-Class for Financial Planning Software
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.
04/02/2012
SunGard Enhances Protegent’s Insider Trading and Conflict Detection Capabilities
Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.
03/30/2012
Barclays, BofA Merrill Lynch, Credit Suisse and Morgan Stanley Live on AcadiaSoft MarginSphere
The new participants joined previously announced dealers Deutsche Bank, Goldman Sachs, HSBC and J.P. Morgan, bringing the majority of fed-14 banks onto MarginSphere.
03/29/2012
Are Private Banks Social Media Shy?
A survey conducted by assentium.com, an independent financial information portal for investors reveals that the attitude for most private banks to be on social media is rather reluctant.