03/16/2020
At a high level, that means carefully choosing which data to move to the cloud and establishing proper data governance around all the sensitive information you store there.
03/13/2020
Formerly Fox Financial Planning Network
03/12/2020
“Moonfare has developed a true “breakthrough” in this area, digitalizing the process so that users can invest within minutes while also complying with regulations.
03/12/2020
This strong result is particularly noteworthy amid the recent surge in market volatility
03/12/2020
With this funding, NorthOne will be able to continue to develop solutions that simplify the most painful part of managing a small business, its finances.
03/12/2020
At SS&C Advent, we value the contribution and leadership that women have brought to our company.
03/10/2020
Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets
03/06/2020
Called InvestCloud White, the tech provider is unveiling a true wealth management platform to align the features its developed over the past decade.
03/06/2020
Even professionals must stay on their toes to make sure they know the IRS’s latest stance.
02/28/2020
Shortly after its official launch, BestEx Research has confirmed Triad Securities will adopt its algorithmic trading platform.
02/28/2020
The deal for E-Trade had analysts speculating whether Morgan Stanley could engage in the kinds of large-scale takeovers that could reshape the landscape of the U.S. financial industry.
02/26/2020
SS&C Advent extends a huge thank you to the judges for the recognition of best portfolio management system.
02/26/2020
Firm receives its second consecutive PAM Award
02/25/2020
This protection will be provided as a service to SEI’s ultra-high-net-worth clients and their families.
02/25/2020
Brilliance's DealPoint, the solution that automates and streamlines dynamic pricing, is now integrated across Rabobank's wholesale bank ecosystem
02/24/2020
The $7.2 Billion Managed Account platform will leverage SS&C GlobeOp for its Investment Book of Record (IBOR) and net asset value (NAV) reconciliation
02/24/2020
As we navigate this era of complexity, cyber brings opportunities for growth and transformation.
02/24/2020
Because many firms use Tamale to track research on funds and managers, organize their due diligence process
02/23/2020
The transaction is expected to close at the end of March 2020, resulting in a combined company which will have revenues of approximately $3 billion, more than 12,000 employees worldwide and an enterprise value of $22 billion.
02/21/2020
AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close Prospects at a Higher Rate