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 &
02/27/2014
The increasing popularity in social media is playing a greater role in how professional market participants make investing decisions
02/27/2014
GFAS will expand on Grassi & Co.'s reputation for financial and service innovation
02/27/2014
Private Client Resources, a leading outsourcing provider of private wealth reporting and integrated technology, has been awarded "Best Reporting Solution" by Private Asset Management magazine.
02/27/2014
Broadridge Financial Solutions Inc., the leading technology-driven solutions provider for financial services firms globally, today announced it has acquired Emerald Connect, LLC
02/26/2014
Kofax Limited a leading provider of smart process applications for the business critical First Mile of customer interactions, today announced a major global wealth and asset management company headquartered in Western Europe has invested more than $4 mil
02/21/2014
To help wealth management organizations address these challenges and better target and engage customers and advisors, Oracle today announced Oracle Eloqua for Wealth Management.
02/20/2014
Firm Earns 42 "Best in Class" Ratings Across Survey Service Categories