01/06/2013
The awards seek to identify the best product offering based on functionality, usability, performance, return on investment and reliability in a wide range of categories.
12/30/2012
The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information
12/26/2012
Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.
12/22/2012
Leading wealth management solutions firm changes hands
eXimius is a robust relationship-centric portfolio management, modeling and reporting platform
12/17/2012
Canadian wealth manager to deploy asset allocation and risk management platform
WCPC is the first Canadian wealth manager to deploy the platform.
12/17/2012
TabbFORUM sits down with SimCorp to address the importance of a single authoritative source of ‘truth’ to support the buy-side’s investment strategy
12/16/2012
The survey ranked Canada's five biggest banks as the financial institutions with the best banking experiences.
12/13/2012
The first fully electronic forum designed to connect Wealth Managers and Money Managers.
12/13/2012
The app, called 'DST IMS', is now available as a free download from the iTunes App Store.
12/12/2012
ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.
12/04/2012
Online, custom report templates cut time and effort to address regulatory reporting requirements
12/03/2012
In partnering with leading, professional industry associations like the MMI and Dover Financial Research, we are able to leverage their longstanding, professional reputation of delivering quality research and insights into the trends impacting our industr
12/02/2012
"Baker Tilly's social media policy was designed to strike a balance between encouraging employees to be brand ambassadors and to be good stewards of our firm, our clients, and our people."
11/26/2012
The new interface offers enhanced information automation and saves multi-manager organizations time throughout the research and due diligence processes.
11/20/2012
Equipos has announced that Coric has been selected by a leading Boston-based global investment firm in support of their commitment to deliver exceptional client service.
11/20/2012
Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio
11/19/2012
A Revolutionary tool to maximize returns and minimize losses during extreme market conditions
11/14/2012
Industry Leader Recognized as Top 'Technology Provider for Accounting and Reporting' Marketwire
11/14/2012
How are cloud-based systems different from other platforms?
11/12/2012
"By embedding the Envestnet solutions directly into our custodial platform we can provide our financial advisors with access to portfolio management, reporting and compliance to yield efficiency, scalability and growth while better supporting their e