02/13/2015
Advent Brings Advisor Workflow Efficiencies to the Next Level
Enhanced Integration Network Will Include Move Money Capabilities Through Schwab OpenView Gateway™
02/13/2015
Once a client account is opened, CLS is instantly added as the co-advisor
02/12/2015
Since 2008, Standard Register has managed a full range of technology-enabled communications for the personal, business and commercial/institutional banking groups
02/12/2015
A range of innovative fintech ideas were developed, including a new credit scoring system
02/11/2015
PAM AWARDS: CAIS Recognized as "Best Wealth Solution"
Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers
02/11/2015
Geneva based software giant buys US software provider
Following the acquisition, Jay Mossman, the Founder and CEO of Akcelerant, will continue as its CEO
02/10/2015
InvestEdge Wins 2015 PAM Award For Private Client Investment Platform - Client Service
InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform–Client Service during the Private Asset Management Awards ceremony held in New York City.
02/06/2015
Time labeled the device as one of the inventions of the year in 2012
02/05/2015
FireHost's relationship spans far beyond this one offering, as FireHost has been a customer of Dell for years
02/05/2015
Objectway a leading provider of software and services to the EMEA investment management industry, today announced the release of its next-generation wealth and investment management platform—illumas
02/05/2015
In announcing the $2.7 billion acquisition of Advent Software, SS&C Technologies executives said the acquisition capitalized on a trend of increased outsourcing in financial services and will further the industry's move to the cloud.
02/05/2015
By now, everyone in the financial industry should at least aware of the growing threat from hackers, but many are still in the dark about what their firms can actually do.
02/04/2015
Worries about state-sponsored breaches were highest at big investment banks
02/04/2015
Liquid Holdings Group is a cloud-based technology and managed services provider to the global hedge fund
02/04/2015
Cybersecurity must be a collaborative effort between the industry, regulators and policymakers, the president and CEO of the Securities Industry and Financial Markets Association said Wednesday.
02/04/2015
According to eVestment data, there is approximately $558 billion in institutional assets up for grabs around the world each quarter. eVestment’s new Scorecard, launching this month, aims to help asset managers understand which of their resources to
02/03/2015
Advent Software acquired by rival for $2.7 billion
"It's a great outcome for our investors," Hess said Monday.
02/02/2015
What robo advisers can and can’t do for you
Is the robo route right for you? Here’s what you need to know about this growing technology.
02/02/2015
He knows the bank will eventually have to move to a new core system, which is a reason PNC has joined BIAN
02/02/2015
SS&C Technologies Holdings Inc. has agreed to buy fellow financial-services-software provider Advent Software Inc. for about $2.4 billion.