05/21/2014
Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.
05/20/2014
Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo
05/20/2014
Technology pros in banking and securities continue to see their salaries rise, but workers are looking for training, flexibility, and job security as well.
05/16/2014
sforce.com unveils lead and referral engine for retail banking as the first in a series of transformational financial services solutionsDeloitte Consulting LLP and nCino join the Salesforce1 for Financial Services
05/15/2014
Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients
05/15/2014
Regardless of the size, type and location of a financial institution, many firms will underpin business strategies with managed services models to help address the complex and wide ranging challenges facing the industry.
05/14/2014
The new round of financing was led by David O. Sacks and venture-capital firm Valor Equity Partners. Sacks, PayPal's former operating chief, will join Addepar’s board.
05/13/2014
SunGard announces the launch of its Hedge360 Risk Reporting Service which provides hedge funds with independently validated data and analytics to help meet investor demand for due diligence and high-quality risk management strategies.
05/13/2014
Addepar Raises $50 Million for Wealth-Management Dashboard
The company shares its pedigree with Palantir Technologies
05/13/2014
Advent Software boost Board of Directors
He holds a bachelor's degree in Finance and Information Systems
05/13/2014
Based on the January-December 2013 sales of all software vendors surveyed by IBS Intelligence, SAGE SA’s Prospero is still the 2nd best selling software in the private banking space.
05/12/2014
The efforts of Lo, a pioneer in his field, are part of an unprecedented push at the OCC
05/12/2014
Given one year to replace "core" system.
05/12/2014
Objectway doubles its small-to-medium-sized business customer base in six months thanks to its eXimius Software as a Service (SaaS) offering for portfolio management & decision support
05/12/2014
Juniper Networks the industry leader in network innovation, today announced that global financial services firm UBS has selected the company to build a next generation enterprise data center network infrastructure.
05/09/2014
ObjectWay inks deal with wealth management software firm
Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS
05/08/2014
“Envestnet enables the transformation of wealth management. We believe our leadership in wealth management technology and services is improving how wealth management is rendered, and empowering advisors to deliver better outcomes for their clients,&
05/07/2014
FIS announced today that, after an extensive analysis of ways to increase its operational efficiencies, Jefferies LLC has selected FIS as its strategic technology partner in delivering IT services to the firm.
05/07/2014
As Managers Distribute Strategies More Globally, Service Providers Help Them Meet Evolving Operational and Reporting Requirements
05/07/2014
The new website introduces a content-rich digital platform with tools and resources to help advisors navigate the emerging markets.