02/29/2016
Every day, wealth managers must manage several tasks, including opening new accounts, portfolio accounting, performance, attribution, data gathering, reconciliation, and statement generation.
02/29/2016
With our agent notices service, managers can effectively and efficiently handle in-bound agent notices.
02/26/2016
Valuation multiples now at August 2011 lows are an attractive opportunity.
02/26/2016
Moreover, Eze Software has also developed an enhanced allocation engine in the OMS across asset classes
02/26/2016
New deal between NextCapital and Pershing shows firms aren't waiting for DOL to finalize its fiduciary rule
02/26/2016
First, on Feb. 25, it acquired Fahrenheit 212, an innovation strategy and design firm that it hopes will bring a boatload of new ideas to decision meetings. Terms of the deal were not released.
02/26/2016
As such, Equitable, like many other banks, opted to start from scratch.
02/25/2016
Cybercrime presents the biggest disruptive threat to the asset management industry over the next five years
02/24/2016
Uber transformed an existing service to meet the needs of a convenience-hungry generation.
02/24/2016
Tested in the Netherlands with 750 ABN Amro customers, this innovation has been acclaimed by its users.
02/23/2016
NextCapital's new integration to Pershing's NetX360 platform provides institutions with the best of both worlds
02/18/2016
New survey provides insight into the opinions of financial advisors and high-net-worth individuals on a range of economic and personal finance issues
02/17/2016
Digitization is an industrywide disruptor, exemplified by the emergence of the "roboadvisor" and digital wealth management tools.
02/17/2016
Next generation platform and modern user interface to provide advisors an investor-ready visualization of portfolios
02/16/2016
The addition of a French platform broadens WealthBar's reach and supports more Canadians in accessing cost-effective investments, financial advice and education.
02/15/2016
For Canada’s largest bank, boasting C$10bn in 2015 earnings, the announcement seemed at first glance to be a rare consumer play among a broad industry move toward B2B applications.
02/12/2016
Four tech firms launch new end-user platforms at annual T3 conference
02/12/2016
Advisors who anticipate their clients' needs and can proactively support them with relevant value-added solutions will be at a competitive advantage.
02/11/2016
The new functionality announced today supports not only the advisor-client relationship, but also helps advisors improve productivity.
02/11/2016
Although new technology can help a firm improve its operational efficiency, Lynch said it always leads to at least some buyer’s remorse.