04/15/2014
SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, today announced Capital Institutional Services, Inc. has gone live with SS&C's Lightning TradeDesk for its institutional trading
04/15/2014
Citi has launched Total Touch Price, an electronic block pricing tool on the Bloomberg App Portal at {APPS TOTAL<GO>}.
04/15/2014
Dynasty Financial aims to revamp its technology offerings with a new, cloud-based desktop platform initiative spearheaded by the firm’s new chief technology officer.
04/15/2014
Although Quick Balance has only been available to customers for about a year, user activity demonstrates the value of the platform.
04/09/2014
The survey was conducted during FIA Chicago in November last year
04/08/2014
We understand the financial complexities of today's economy and that consumers need a trusted resource to help them navigate the issues
04/08/2014
Broadridge Financial Solutions, Inc. a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today announced the launch of CollateralPro
04/07/2014
Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.
04/07/2014
A good number of investment advisors in the US and Canada are reaching retirement age.
04/07/2014
Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage wealth, today announced the expansion of their team, hiring Gene Reese as Chief Product Officer.
04/03/2014
Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.
04/03/2014
For brokerages to successfully meet such impending reforms, embracing the need for better technology in the way of an online platform is essential.
04/03/2014
Partnerships and alliances with innovative digital entrepreneurs will allow the large incumbent banks to adapt and thrive in the new economic ecosystems being created by the mobile and digital revolutions currently changing the industry.
04/03/2014
The Consumers and Mobile Financial Services Survey released by the Federal Reserve covering the usage of mobile banking for 2013 shows that overall, utilization of mobile banking has increased in popularity since 2011 in part due to the expansion of smart
04/02/2014
Hedge fund managers now require advanced predictive analysis and the ability to respond in an ad hoc fashion
03/31/2014
As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.
03/31/2014
Lab49 has announced its involvement as a partner in the development of the UBS Neo platform.
03/31/2014
FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Horizon Investments has selected the FolioDynamix wealth management technology platform.
03/26/2014
Addition of Interactive Data’s real-time market data strengthens advisor decision-support capabilities in the FolioDynamix platform
03/24/2014
HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.