05/11/2012
He said an app for clients could bring details of their financial plan and wealth management together and a key feature would be its accessibility on either the web, a mobile device or a tablet.
05/10/2012
US wealth management solutions firm reports 21% increase in AUM
Revenues from assets under management (AUM) or assets under administration (AUA) increased 21% to $28.3 million for the first quarter of 2012
05/09/2012
Citigroup is once again showing its willingness to venture outside of traditional banking to build a social media strategy, as it has in both its talent acquisition and content.
05/08/2012
BHWM Maestro Allows RIAs and Advisors to Streamline Access and Usage of Cloud-Based Service Applications and IT Security
05/08/2012
In his new role Bowell will be responsible for leading Options IT's North American technology engineering, networking and support teams, as well as overseeing the growth of the Options PIPE Private Financial Cloud services in the North American regio
05/04/2012
US asset manager selects WM technology platform
Our wealth management clients will continue to have access to our strong fixed income capabilities
05/02/2012
GAAP revenue in the first quarter was $1.11 billion compared with $1.05 billion in the first quarter of 2011. Adjusted revenue was $1.03 billion in the first quarter compared with $982 million in 2011, an increase of 5 percent.
05/01/2012
End-to-End Solution Delivers Streamlined Workflows, Business Intelligence Reporting, and a Common User Experience Across Advent's Award-Winning Products
04/30/2012
SS&C Technologies has announced that SS&C Fund Services has been recognized as "Best Administrator – Fund of Hedge Fund Provider Over $30bn".
04/27/2012
Investing with Impact Platform offers an investment approach targeting risk-adjusted financial returns as well as positive environmental and social impact
04/25/2012
Calastone is the only venue where the global fund industry can meet to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology.
04/25/2012
IDD Mobile is an extension to the traditional end-to-end check processing solution Image Deposit Direct, an Internet-based remote capture solution for depositing paper check payments.
04/23/2012
the latest version is already in use by certain clients and will be released for general availability on April 30.
04/23/2012
The announcement leaves SS&C Technologies Holdings, a software development company, as the lead bidder.
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
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