07/16/2013
Wealth management platforms continue to evolve
Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry
07/16/2013
Expands Fee and Expense Management Solutions Offering
07/16/2013
The move to SS&C's data center allows us to continually improve our operations by extracting additional efficiency from the services, such as faster processing of end-of-day and overnight activities
07/16/2013
An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.
07/15/2013
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
GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.
07/08/2013
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
The "Successive Pricing" model provides a sophisticated fixed income analysis tool leveraging Northern Trust's performance data
06/30/2013
Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform
06/27/2013
Latest Release of GoWire Accelerates Cash Wire Process for SS&C GlobeOp's Fund Administration Clients
06/26/2013
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
Standardized Messaging Application Helps With Quality, Accuracy, Efficiency
06/25/2013
Combination Will Extend Broadridge’s Leadership in Mutual Fund and Asset Management Solutions
06/24/2013
Pinnacle Trust has gone live on the company's fully integrated wealth management solution
06/24/2013
$7 Billion Investment Manager Expands Successful Relationship With SS&C GlobeOp
06/20/2013
The global leader in investment management and investment services is among the first to introduce a mobile application
06/20/2013
“Institutional investors are getting more actively involved in the investment process, in hopes of reducing costs and improving performance.
06/19/2013
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
62% of Participants Say That Data Aggregation is Biggest Challenge
06/18/2013
SunGard Data Systems Inc, is exploring a sale of its data managing operations