04/20/2012
As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.
04/20/2012
North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C
04/20/2012
UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."
04/19/2012
Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance
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.