03/21/2014
One of America's Top 3 largest global banks goes live with AIM Software
Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business
03/20/2014
2014 10 Technology Trends for Business -PwC
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.
03/20/2014
As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.
03/20/2014
Hosting on Broadridge's network environment provides industry leading security and reliability
03/19/2014
Global Domain Manager for System Architecture at SimCorp, the paper is part of an on-going series of industry thought leadership, compiled and published by SimCorp.
03/19/2014
Latest Release Delivers Superior User Experience and Powerful Capabilities
03/19/2014
Vestmark, a leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.
03/18/2014
Envestnet, Inc a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect
03/14/2014
Advent Portfolio Exchange(R) Recognized for Financial Progress, Growth, Client Satisfaction & Product Innovation
03/12/2014
Asset-management titan scoops up cybersecurity firm
The firm is purchasing an 80 percent stake in the company for $150 million.
03/12/2014
Integration of Tamarac's cutting-edge Advisor View and Advisor Rebalancing applications will facilitate real-time, transparent reporting and other portfolio management efficiencies for William Blair's private wealth clients in 2015.
03/11/2014
The banking industry is changing and in no area has this become more apparent than in how customers interact and communicate with their bank.
03/11/2014
Launched in May of 2013, VestmarkONE Advisor provides financial advisors with a single platform to manage all fee-based advisory accounts and easily monitor their entire book of business.
03/06/2014
Advent Receives Top Honors
"Our continued enhancements to the depth and breadth of our solutions for the alternatives market are a demonstration of Advent's ongoing commitment to the industry.
03/05/2014
SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, today announced they will host an event featuring a conversation with CEO, Bill Stone in Hong Kong on 12, March 2014.
03/05/2014
Addressing a rising global tide of regulation aimed at private fund and traditional fund managers alike, SEI has expanded the regulatory component of its operating platform, adding technology and process enhancements that enable managers to streamline the
03/04/2014
The enhancements will provide SimCorp Dimension front office users ready access to risk and performance figures for calculations, which both automatically update when investment parameters are changed.
03/03/2014
Using Performance Analytics to Attract and Retain Clients by Phil Banas
Today's marketplace provides investment firms with a wide range of asset classes to help them to manage money effectively.
02/28/2014
Leading independent broker dealer to rollout FolioDynamix full wealth lifecycle technology supported by overlay management and turnkey advisory services
02/28/2014
Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals, which the prestigious panel of judges deemed to have &