07/16/2013
Use Mobile Technology Better or Risk Losing Clients
An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.
FinTech
07/15/2013
GenSpring's Pete Balderston Joins Private Client Resources Management Team
Pete Balderston has joined the firm as Senior Managing Director, where he will lead PCR's Data Service and Client Engagement teams
07/10/2013
SS&C GlobeOp Opens Cloud Portal to the Buy Side
GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.
07/08/2013
Too Few Mobile Apps Tailored for Wealth Management Clients
Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered.
07/07/2013
Northern Trust Enhances Performance Reporting for Fixed Income Portfolios
The "Successive Pricing" model provides a sophisticated fixed income analysis tool leveraging Northern Trust's performance data
06/30/2013
Envestnet Completes Acquisition of Prudential Wealth Management Solutions
Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform
06/27/2013
SS&C GlobeOp Announces New Release of GoWire
Latest Release of GoWire Accelerates Cash Wire Process for SS&C GlobeOp's Fund Administration Clients
06/26/2013
Technology and Operations Trends in the Wealth Management Industry 2013
Wealth managers continue to invest significant sums in their technology and operations, with a tenth of firms investing over $50 million a year in operations and a tenth allocating upwards of $20 million to technology.
06/26/2013
Bank of America Merrill Lynch Adopts SWIFT MyStandards for Global Custody
Standardized Messaging Application Helps With Quality, Accuracy, Efficiency
06/25/2013
Broadridge buys Bonaire to build data-driven strategy
Combination Will Extend Broadridge’s Leadership in Mutual Fund and Asset Management Solutions
06/24/2013
Pinnacle Trust Goes Live on SEI Wealth Platform
Pinnacle Trust has gone live on the company's fully integrated wealth management solution
06/24/2013
Lighthouse Taps SS&C GlobeOp for CVA
$7 Billion Investment Manager Expands Successful Relationship With SS&C GlobeOp
06/20/2013
BNY Mellon brings ETF trading to the iPad
The global leader in investment management and investment services is among the first to introduce a mobile application
06/20/2013
Hedge fund technology becomes mainstream
“Institutional investors are getting more actively involved in the investment process, in hopes of reducing costs and improving performance.
06/19/2013
Private Client Resources Named Best Family Office Technology Provider
The annual awards highlight the achievements of North American single- and multi-family offices and the elite wealth advisors, asset managers and service providers who work with them.
06/18/2013
DST survey highlights investment data priorities
62% of Participants Say That Data Aggregation is Biggest Challenge
06/18/2013
SunGard explores $2 billion data unit sale - sources
SunGard Data Systems Inc, is exploring a sale of its data managing operations
06/18/2013
SS&C PORTIA Connects to SS&C's Investment Intelligence Solution
The Investment Intelligence platform is a great example of how SS&C PORTIA is leveraging SS&C's capabilities to offer clients expanded functionality
06/18/2013
HSBC expands broker dealer outsourcing solution
HSBC Securities Services has expanded its broker dealer outsourcing solution to cover Europe, Asia, US, Latin America, Middle East and North Africa.
06/17/2013
Eagle Receives Top Honor for Performance Measurement Excellence at FSOkx Awards
We were impressed with many aspects of Eagle Performance