06/10/2014
Coral Gables Trust Selects FolioDynamix Wealth Management Technology Platform and Advisory Services
Leading provider of wealth management, estate and trust services to deploy FolioDynamix for open architecture wealth management program
06/10/2014
Leading provider of wealth management, estate and trust services to deploy FolioDynamix for open architecture wealth management program
06/09/2014
Northern Trust Recognized in CIO 100 Awards
The 27th annual award program recognizes organizations around the world that exemplify the highest level of operational and strategic excellence in information technology.
06/06/2014
Pershing affiliate Albridge in major update to wealth reporting platform
Albridge is relentless in its commitment to understanding exactly what advisors need in order to deliver world class service to their clients
06/06/2014
Those in the position at medium to large funds are taking additional responsibilities, while the job's duties at new and small funds are being outsourced.
06/05/2014
This year Black Diamond has forged new relationships with some of the most important firms
06/05/2014
Institutional investors and regulators are putting renewed focus on technology infrastructure
06/05/2014
Advisors can use new tools, research and products to efficiently provide clients with alternative investment options
06/05/2014
A panel of independent industry experts selected Eagle as Asset Servicing Technology Vendor of the Year among a shortlist of leading global technology providers.
06/05/2014
The wealth advisory firm will benefit from industry-leading portfolio accounting, management and reporting capabilities, enhancing its ability to deliver high-end service to its clients.
06/04/2014
Sandell Asset Management, a U.S.-based alternative asset management firm, has chosen SunGard's Hedge360 for its portfolio management platform.
06/03/2014
The conference is one of the industry’s largest, with over 130 presenters and some 50 break-out sessions
06/03/2014
SimCorp has been providing investment and portfolio management software and services to the world's leading investment managers
06/03/2014
Advent Portfolio Exchange® Recognized as "Best Client Reporting Solution"
05/29/2014
SSCNet Expands Post-Trade Connectivity for Sprott's Counterparties
05/29/2014
4th Story, LLC's suite of automated trading and analysis products help brokers, hedge funds and institutional traders get their trading ideas
05/29/2014
Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives
05/29/2014
When the transaction is completed in the coming days, Morningstar will pay $39.0 million because it currently has a minority stake in the company valued at $13.5 million.
05/28/2014
TruCross/FX is overseen by the agency FX unit of State Street Global Markets and is expected to be available in the third quarter of 2014
05/28/2014
BlackRock CEO Larry Fink says what he’s worried about most is technology and its impact on jobs around the world.
05/28/2014
If the big banks want to turn millennials into customers who are as loyal as their parents were, they better increase their online and mobile presence.