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
02/19/2014
Investment firms are taking advantage of SaaS-based systems so they can simplify operations and focus on core competencies
02/17/2014
Formerly NetExchange Client, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations
02/17/2014
New global payments infrastructure debuts with roll-out of enhanced Euro clearing support for global clients
02/17/2014
US-based hedge fund administrator Gemini Hedge Fund Services has chosen SunGard’s Hedge360, a front-to-back office hedge fund investment management application suite, as its platform of choice.
02/13/2014
Citi Private Bank Selects Charles River
Citi Private Bank today announced that it has selected the Charles River Investment Management Solution as Citi Investment Management's portfolio management system, and Citi OpenAiSM as its middle-office services provider and portfolio accounting sy
02/12/2014
Information technology consulting firm acquires NY firm for $46 million
The has made several acquisitions in the past year, including its purchase of CoreMatrix Systems LLC in October for $21.5 million, and TriTek Solutions Inc. last May for $18.5 million.
02/11/2014
Major banks have committed to a smartphone interface and already have smartphone applications available.
02/10/2014
Advent believes in open architecture and deep integration between our platforms, custodians, and other third party technologies
02/06/2014
Advent Software and Fincad forge collaboration pact
Our integration with FINCAD will significantly enhance our entire product suite
02/05/2014
Advent was honored along with other winners at Global Custodian's 2013 Awards for Excellence and 25(th) Anniversary Dinner at The Harvard Club of New York City.