05/16/2017
Invisor launches digital wealth management platform for Financial Advisors
Advisors who partner with Invisor to use Invisor CoPilot™ can choose their level of involvement at the time of onboarding their client
05/16/2017
Transatlantic success for client reporting firm
Victory at the 2017 FTF News Technology Innovation Awards was a first for the company in the US.
05/16/2017
As part of the agreement, SS&C will provide Acadian its world class long/short fund administration services with Syncova, a powerful end-to-end margin management and financing software.
05/15/2017
MUFG to provide outsourcing for certain middle and back office operations at Athene Asset Management.
05/15/2017
The new term and decreasing-term protection products will be available in addition to Canada Life's existing whole of life product.
05/11/2017
This new collaboration will help OneEleven improve its ability to support the country's top startups.
05/11/2017
SS&C GlobeOp selected as the preferred provider of services and technology pursuant to a competitive solicitation issued by state-sponsored entity
05/11/2017
The second version of RobustWealth’s platform, called BaseCAMP, is set to debut on May 15, 2017
05/10/2017
The firm acquired FutureAdvisor for $152 million in 2015.
05/10/2017
UBS advisors will now have access to a version that includes multi-asset portfolio analytics and one-click analysis of their entire book of business.
05/10/2017
BNY Mellon said 20 bots have been placed in production since the start of the year.
05/10/2017
We want to make it easy to do business with us, and offer them the advice and technology that make them want to come on to our platforms.
05/09/2017
I met with Tang this week to discuss his firm’s position as a financial innovator in an industry where firms lacking best practices have crashed and burned.
05/09/2017
His confidence in his business was immediately apparent and his enthusiasm about the future was contagious.
05/08/2017
Financial advisers will need to develop new skills as the profession continues to evolve
05/08/2017
The core suite of products is used by nearly 4000 locally deployed and outsourced customers.
05/02/2017
This could be the worst way to start an important conversation about financial technology, but stick with me, it gets more interesting.
05/02/2017
"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."
05/02/2017
The introduction of Envestnet Analytics kicks off the company's annual Advisor Summit, where data and analytics will be a central theme this week.
05/01/2017
The complete IRESS wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.