02/26/2013
Hub Financial successfully completes rollout of WealthServ to provide a Unified Wealth Management platform
WealthServ now provides Hub Financial with a single system to manage life insurance
FinTech
02/26/2013
PAM Winner - Pershing Named Best Multi-family Office Service Provider
Selected by an independent panel of industry experts, the award honors outstanding achievement in four areas: financial progress over the course of the previous year, growth, client satisfaction and product innovation.
02/25/2013
Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
The Wealth Access Estate Platform turns what was once a complex and time consuming endeavor into a simple and complete view of an investor's net worth.
02/25/2013
Investment Advisor Goes Live on SS&C's Global Wealth Platform
Investment Advisor Implements SS&C's Technology Based on Its Unified Managed Accounts (UMA) Capabilities
02/21/2013
1st Global Announces New Partnership with AppCrown LLC
We are very excited to work with 1st Global
02/19/2013
Cantor Fitzgerald Adds Electronic Security Locate System to Prime Services Offering
The system will enable hedge funds, proprietary trading firms and others the opportunity to borrow through the firm's new locate system.
02/17/2013
JPMorgan Chase Endures Website Outage
Some customers complained the interruption prevented them from paying bills
02/14/2013
SS&C Technologies Reports Record Fourth Quarter and 2012 Results
Revenue increased 79.5% to $171.8 million in fourth quarter 2012 and 48.8% to $551.8 million for the full year 2012.
02/12/2013
SimCorp Dimension Version 5.3 Features Enhanced Risk Management with Reverse Stress Testing
The importance of risk management has continued to rise in the aftermath of the financial crisis and the introduction of a number of new regulatory requirements.
02/11/2013
SunGard launches global intraday data service via Astec Analytics solution
SunGard's introduction of global intraday streaming securities lending data is a major step forward
02/11/2013
SunGard Launches Mobile Meeting for Financial Planning
“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”
02/11/2013
Private Client Resources Announces Strategic Partnership With StatPro
High net worth investors want insight into the value their advisors provide to them
02/10/2013
Will Mobile Technology Reshape Wealth Management?
A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.
02/10/2013
New hires at DST to drive business development for Anova
DST’s innovative Anova solution is designed to provide investment managers with a software product suite
02/06/2013
FolioDynamix buys Access Partners to boost bank trust business
FolioDynamix, a leading provider of web-based wealth management technology
02/06/2013
SunGard posts fourth quarter results
had no material impact on fourth quarter revenue growth.
02/06/2013
Broadridge Q2 hampered by slower sales cycles on larger deals
During the first half of the year, we did not close any sales with revenue greater than $5 million
02/05/2013
Anova for Wealth Management named as 'Best-in-Class' in Technology Report
Anova for Wealth Managers offers extensive flexibility for financial advisors and RIAs while providing the level of scalability necessary for retail operations.
02/04/2013
Advent Software Q4 Profit Rises
Advent Software has announced its financial results for the fourth quarter ended December 31, 2012.
02/04/2013
Worldwide retail bank IT investment to reach £75.3 billion, claims Ovum
Retail banks are set to see a growth in IT spending of 3.4 percent worldwide