10/19/2011
Vestmark Enhances Broker-Dealer Platform
Vestmark Enhances Broker-Dealer Platform With Expanded Functionality for Hybrid Advisors
FinTech
10/19/2011
Mary Meeker's Latest Awesome Web 2.0 Presentation About The State Of The Web
Mary Meeker's Latest Awesome Web 2.0 Presentation About The State Of The Web
10/19/2011
Merkle Debuts the Merkle Monitor, a Primary Market Research Solution
Merkle Debuts the Merkle Monitor, a Primary Market Research Solution
10/19/2011
Independent Wealth Management Firm to Utilize Dynasty Platform
Dynasty scoops sixth adviser team
10/07/2011
Which road to financial planning software salvation?
Which road to financial planning software salvation?
09/30/2011
Advent International Selects SunGard’s Investran for Reporting
Advent International Selects SunGard’s Investran for Reporting
09/29/2011
Balance Financial Releases Family Office Software and Services for Registered Investment Advisors
Balance Financial Releases Family Office Software and Services for Registered Investment Advisors
09/26/2011
Case study: Bank of America Merrill Lynch streamlines online service for corporate clients
Case study: Bank of America Merrill Lynch streamlines online service for corporate clients
09/23/2011
ELE Wealth Management Selects Interactive Advisory Software for Firm’s Technology Needs
The Web-based technology also allows ELE staff to log-in to the system from any location with Internet. With a single client database, advisors can see client information, prepare for client meetings and manage calendars outside of the office.
09/23/2011
Citi’s Global Transaction Services Launches CitiConnect®
This new connectivity offering provides a wide range of connectivity options to meet clients’ unique business needs and provides greater choice and flexibility for integration with their back end systems
09/20/2011
New Oracle application enables banks to meet Islamic financial services board guidelines for capital adequacy
New Oracle application enables banks to meet Islamic financial services board guidelines for capital adequacy
09/16/2011
EJF Capital to automate its portfolio and partnership accounting operations
From investor subscriptions to tax accounting and report distribution, InvesTier provides a scalable, reliable solution to support multi-manager, multi-strategy, multi-class and multi-series funds.
09/12/2011
Broadridge acquires Paladyne Systems
"The acquisition of Paladyne will significantly expand Broadridge's position as a service provider to buy-side clients," stated Richard J. Daly, Chief Executive Officer, Broadridge.
09/09/2011
Fox River algos integrate with Advent's Moxy OMS
SunGard announces availability of SunGard's Fox River algorithms
09/08/2011
Fortigent crosses $50bn in platform assets
Fortigent crosses $50bn in platform assets
09/02/2011
Inside BofA's IT Makeover
Sprawling is a word often used to describe the disparate technology organizations that reside in the many banking companies that have been assembled via acquisition.
09/01/2011
Self Directed IRA Services enhances its trust and custody capabilities
Self Directed IRA Services enhances its trust and custody capabilities
08/25/2011
Trusteer discovers new worm based financial malware using Zeus Trojan
Trusteer has warned that it has discovered the 18 month old file infecting worm Win32.Ramnit has morphed into financial malware and is actively attacking banks to commit online fraud.
08/16/2011
SunTrust computer glitch makes customer 'billionaire for a minute'
Believe it or not, Otelo Vizcaino rues the day he briefly "became a billionaire."
08/16/2011
E-banking security must be a key focus - study
The survey, commissioned by Booz Allen Hamilton(NYSE: BAH) underscores important consumer security expectations for banking and investment institutions that manage their personal finances.