06/21/2017
Many of these trends tie into the increase Aité Group sees in companies replacing existing CRM, evaluating new systems, or expanding their system's functional capabilities.
06/21/2017
SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.
06/20/2017
Technology is not just a competitive advantage but a requirement for wealth management businesses to be successful in the future.
06/19/2017
Mr Sullivan said: "The wealth industry has tended to be a slower adopter of technology but we have started to see this evolve."
06/15/2017
Innovating with Chatbots and Digital Assistants to Augment a Firm's Capabilities
06/15/2017
The BlueRock Vault will be available to select members via the BlueRock Wealth Management site.
06/14/2017
When combined, both offerings provide powerful, first-of-its-kind solutions to the daily challenges treasurers face.
06/14/2017
Operating under the new company name Finastra, the combination will create the third largest financial services technology company in the world.
06/14/2017
Those who have met him do not expect him to be like the pensions secretaries under previous governments when previous pension secretaries were drafted in with little pension experience.
06/14/2017
The Platform will help enable Washington Trust to provide a significantly improved end-client experience.
06/14/2017
Portal launched with Covr Financial Technologies will streamline experience of selecting and purchasing insurance solutions
06/14/2017
The latest Anova upgrade centers on enhancements to Anova Compliance, SS&C's powerful and flexible investment compliance solution.
06/14/2017
First quarter revenue and profits surged this year.
06/13/2017
“FinTech is fundamentally about ideas and enterprise flowing between cities,” explained MAS FinTech chief Sopnendu Mohanty.
06/13/2017
New partnership allows Financial Advisors to interact with clients through text message capabilities
06/13/2017
The buyer can keep their bitcoin and use it anywhere else that accepts the currency.
06/13/2017
The partnership is part of a digital strategy rollout at Morgan Stanley's wealth-management unit.
06/12/2017
“The positive results of our PoC has shown that by using distributed ledger technology across the entire lifecycle of mutual fund transactions, from order placement through to the settlement and payment, industry participants could significantly ben
06/12/2017
He is CEO and CIO at the fledgling firm.
06/12/2017
The launch of this platform reinforces the Firm's commitment to serve high net worth and ultra-high net worth individuals, families and the private enterprises they own or manage.