04/17/2012
InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes
04/13/2012
A robust thought leadership library with global investment research and commentary from the U.S., Canada, Europe, Japan and Asia. Users may search, sort, filter and subscribe to these materials.
04/12/2012
Access to institutional-grade technology, research and models through packaged cloud-based offerings enables RIAs to quickly expand wealth management programs
04/11/2012
By transmitting less data, MarketMap Mobile helps reduce roaming and data downloading and usage costs. The new update timer option helps users further limit data costs by allowing them to choose how often they want to receive price changes and news.
04/11/2012
Pershing was selected, in part, for its efforts to innovate and expand solutions for its customers.
04/10/2012
This comprehensive solution delivers robust capabilities, including high-quality aggregated data, premium reporting, multi-currency, research, risk analytics, CRM integration, invoicing and more. Additionally, PCR offers unique expertise with alternative
04/09/2012
Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,
04/05/2012
Baker Tilly and FinancialForce.com to help service firms improve profitability and service delivery
04/04/2012
This announcement builds on the existing collaboration which began in 2007 with the adoption of Eagle's data management and performance measurement solutions which are hosted by Eagle ACCESS(SM).
04/04/2012
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.
04/02/2012
Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.
03/30/2012
The new participants joined previously announced dealers Deutsche Bank, Goldman Sachs, HSBC and J.P. Morgan, bringing the majority of fed-14 banks onto MarginSphere.
03/29/2012
Are Private Banks Social Media Shy?
A survey conducted by assentium.com, an independent financial information portal for investors reveals that the attitude for most private banks to be on social media is rather reluctant.
03/29/2012
State Street Announces Entity Exposure Monitor Service
Delivered through State Street’s proprietary online client information delivery system, my.statestreet.com, Entity Exposure Monitor Service includes state-of-the-art dashboards that investors can use to drill down into information about issuer and c
03/29/2012
AQR Selects BNY Mellon's Eagle for Portfolio Performance Measurement, GIPS®
After a comprehensive selection process, AQR selected Eagle because it offered a robust and open data platform which gave AQR the flexibility for the requirements it was looking for.
03/29/2012
This Wealth Management Site Was Created For The 99%
The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.
03/29/2012
Spire Investment Partners selects integrated wealth management solution
Spire provides advisors with the flexibility to choose whatever business model or corporate entity they prefer. Advisors also have the ability to select a variety of fee structures.
03/29/2012
Financial Services World Quality Report Reveals Cloud and Outsourcing Are Key - Research
New report from Capgemini, Sogeti and HP highlights Quality Assurance strategies to respond to compliance, growth and cost optimization priorities
03/29/2012
Tamale RMS Expands Global Footprint
Advent Software have announced that Tamale RMS continues to expand its leadership across numerous market segments and geographies.
03/27/2012
J.P. Morgan Chase is the nation's second largest bank by deposits and the third largest by number of branches, according to the Federal Deposit Insurance Corp.