04/24/2015
Wealthminder, a provider of financial planning and investment advice software, today announced general availability of its next generation practice management and client communication tool for financial advisors
04/23/2015
Banks need the right technology to underpin this new service model or work with a service provider who can manage the entire process
04/23/2015
Advisors can white label the front-end process and tie it to Orion’s portfolio accounting system
04/23/2015
Campagnoli said he challenged advisors on their low usage of eSignature and discovered that advisors were reluctant to rock the boat.
04/23/2015
Eagle Investment Systems LLC , a BNY Mellon company and leading provider of financial services, today announced that at the fifth annual FTF News Technology Innovation Awards the company won three honors
04/23/2015
Addepar, the investment management technology company for the modern investor, announced a major update to its platform to power the $120 trillion investment management industry
04/22/2015
The algorithm makes Google “much more efficient in spotting fraud
04/20/2015
SunGard is one of the longest-held investments in private equity history.
04/20/2015
Since the acquisition of these solutions in April 2005, SS&C has leveraged its comprehensive technology portfolio and expertise to automate the investment management lifecycle and spur the adoption of these solutions.
04/20/2015
Brookfield-based Fiserv Inc., a leading global financial services technology firm, has introduced four new solutions for its Financial Crime Risk Management platform
04/16/2015
Envestnet's Advisor Suite software empowers financial advisors to better manage client outcomes and strengthen their practices.
04/16/2015
The number of people worldwide who have some type of bank account jumped 22% between 2011 and 2014, indicating that new technologies, such as mobile phone "wallets" and digitized payments, have made it easier for people in developing countries t
04/16/2015
Showing its own strength in a growing trend among banks, Bank of America’s first-quarter earnings showed that its mobile banking customer base is seeing strong growth.
04/15/2015
In hopes of bolstering security, banks in New York over the next several weeks want to enact new regulations for any third party vendors they do business with.
04/14/2015
TEL will deploy Pages, SS&C's enterprise reporting and portal technology, to automate the production of communications, including quarterly investment reports, statements, and self-service reporting access for fund managers and super funds.
04/14/2015
This change will be reflected by the spending growth in core platforms
04/13/2015
KKR is a best-in-class financial institution with a longstanding reputation for building significant value for its partners
04/13/2015
Service expands post-trade managed services platform for trade expense analytics, standardization and process optimization
04/12/2015
Most banks wait to see what new mobile wallet technology comes out, they test it, discuss it with regulators, and watch the pioneers to see how well it works in the real world before venturing forth.
04/12/2015
Wall Street traders are already threatened by computers that can do their jobs faster and cheaper. Now the humans of finance have something else to worry about: algorithms that make sure they behave.