02/17/2012
StatPro Revolution is a cloud based portfolio analytics and reporting platform that enables money managers always-on access to the granular drivers affecting their clients' portfolio performance.
02/17/2012
Fiserv Enhances its Premier Bank Platform
This comprehensive view of customers' direct and indirect relationships with a financial institution optimizes customer relationship management and enhances the customer service experience.
02/17/2012
COR&FJA and dwpbank team on Facta offering
By doing so, they have combined the range of services offered by the dwpbank with its extensive experience in the field of US American tax legislation with the software products of COR&FJA to produce an all-inclusive service spectrum that covers the e
02/17/2012
Envestnet scoops up RIA portfolio solutions provider
The two firms, with the combination of their technology solutions, breadth of investment products and back-office operation services, are poised to transform the way RIAs deliver scalable, integrated solutions to their customers.
02/16/2012
German Asset Manager selects SimCorp
The Hannover-based company will be using SimCorp Dimension in the areas of portfolio management, compliance, risk management and performance measurement.
02/16/2012
This technology will enable SEI to deliver more sophisticated levels of front-office automation and functionality to its wealth management clients in critical business areas such as client acquisition and client management.
02/14/2012
MetraTech's Metanga to monetize Cloud banking application for Temenos
While movements like Occupy Wall Street (OWS) have challenged the inequalities of established financial models, microfinance enables low-income households to have permanent access to a range of high quality and affordable financial services to finance inc
02/11/2012
Prima’s clientele includes regional broker-dealers, trust companies, independent RIAs, family offices and seven of the top 20 banks in the U.S. by total assets.
02/08/2012
Raymond James is deploying FDx Propose to all of its advisors nationwide as the standard system for client proposal generation for managed business.
02/08/2012
Next-Generation eWealthManager Site Brings Enhancements To Better Manage, Grow Business
02/08/2012
Next-Generation eWealthManager Site Brings Enhancements To Better Manage, Grow Business
02/08/2012
Launched in 2000, and previously available only to Citi customers, Women & Co. is now available to any woman who wants to improve her finances and strengthen her financial foundation.
02/02/2012
With assets under management of $90 billion, BMO Global Asset Management is a multi-asset management business operating within BMO Financial Group. SimCorp Dimension will support BMO Global Asset Management's operations in Toronto, Chicago and Milwau
01/31/2012
SEI wins Monsoon asset admin mandate
SEI's Ability to Support Monsoon's Trading Volume Pointed to as Key Factor in Decision
01/25/2012
Valdi OMS provides a consolidated view of trading activity with access to global markets and multiple asset classes. It will help Fator Securities expand its business by helping it monitor positions and manage risk around the world on one screen. The SunG
01/25/2012
One of the fastest-growing asset managers in Canada, Sentry chose the full Eagle suite to replace its existing investment accounting and portfolio management systems.
01/20/2012
Dynasty platform offers wealth management services and technology
01/12/2012
Montanaro is utilising Charles River's Managed Services offering of Application Management and Hosting for the Charles River IMS, designed to help reduce costs and increase ROI by supplying system expertise and hosted infrastructure.
01/11/2012
Wealth Management firms to benefit from enhanced client reporting and data aggregation
01/06/2012
Front Arena is a cross-asset solution that provides trade capture, real-time profit and loss, position control and risk management capabilities for hedge funds and other alternative investment managers and financial institutions.