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.
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.