10/24/2012
Innovest Systems names new CFO
I am thrilled to join the Innovest team
10/24/2012
I am thrilled to join the Innovest team
10/24/2012
SEI Investments reported net income of $50.7 million, or 29 cents per share
10/24/2012
SS&C Technologies has announced that Fulcrum Asset Management LLP, a London-based independent asset management company, has gone live on Recon to improve operational efficiency and support growth.
10/23/2012
The HFMWeek award is the latest in a series of honors Pershing Prime Services has received this year.
10/22/2012
We continue to innovate with a focus on giving our customers convenience
10/18/2012
This is the third year in a row that Albridge Solutions Inc., an affiliate of Pershing, has emerged as the top tool for financial professionals in industry surveys.
10/18/2012
The acquisition adds ten staff and twenty customers, including hedge funds and family offices.
10/18/2012
BI-SAM appoints new Americas GM
Most recently he worked at SunGard where he was Global Head of Professional Services for the Asset Management business.
10/17/2012
We believe the demand by investors for professional financial advice will continue to grow
10/17/2012
We continue to see significant growth ahead in electronic fixed income trading and BondDesk
10/15/2012
He comes to Wealth Access from Consensus Point where he directed marketing and business development efforts for the firm.
10/15/2012
SS&C Technologies today launched GoTrade+, an advanced, flexible middle-office service for complex investment portfolios.
10/14/2012
Comprehensiveness of OBS Security Suite, Improved Information Reporting, Ease of Implementation
10/14/2012
A TD Bank spokeswoman says about 1,000 Canadians with U.S. accounts could be affected after some data tapes containing personal information were misplaced.
10/14/2012
Panama's bank licenses Spectrum wealth management software
The bank began operations in June 1994, and is currently the second largest domestic Panamanian bank.
10/10/2012
WealthEngine's marketing and prospecting solutions assess the capability, likelihood and inclination of a sports enthusiast to engage in high level sporting relationships; including premium ticketing and suite lease options.
10/10/2012
Wealth managers have different priorities on technology - RESEARCH
Wealth management firms adopt outside technology only selectively, but outsourcing could benefit firms struggling against tight budgets.
10/09/2012
Global Wealth Platform Highlighted for Deep Functional Support Across Entire Front-to-Back Office
10/08/2012
The iPad app is now available in Apple's App Store
10/07/2012
Wealth-management unit has restored links between client accounts