03/02/2021
The multi-year agreement also encompasses FactSet’s Advisor Dashboard, which will provide RBC’s wealth management teams with a holistic view of their entire client base.
03/02/2021
How asset managers are adjusting their IT priorities in response to COVID-19.
03/01/2021
Front-to-Middle Office Platforms: North American Wealth Management Edition
Vendors providing the front-to-middle office platforms for these financial institutions (FIs) must deliver a solution that produces an exclusive client experience.
03/01/2021
SS&C ALPS Advisors Announces Active REIT ETF (REIT)
Partnership with GSI Capital Advisors and Blue Tractor will support expansion into active ETFs
03/01/2021
intelliflo combines five digital wealth businesses under one brand
Intelliflo UK’s Intelligent Office becoming intelliflo office – which streamlines the entire advice process, allowing users to enter client’s data once, and use it for many different purposes, all within a single, time-saving system.
03/01/2021
Bankers may be familiar with consumers’ rate of fintech adoption, but they’re often unaware how this fintech activity impacts the financial institutions they work for.
03/01/2021
The platform allows information technology and security teams to see devices for what they are in order to manage and secure them through a unified, extensible and open system.
02/26/2021
The company demonstrates that innovation is a continuous process.
02/26/2021
Award applicants were judged on innovation, market response, business growth, positive client feedback and future development possibilities.
02/25/2021
Apex empowers its clients
02/25/2021
Many of the tools now being used to accelerate modernization initiatives were already available, though perhaps not widely adopted.
02/23/2021
Widening gap emerges between Leaders and Non-leaders
02/23/2021
Firms are now shifting priorities based on the benefits achieved to date.
02/23/2021
The company contributed about $205 million in 2020 and $280 million in 2019.
02/23/2021
Orenda delivers real-time, high frequency ESG scores and insights into a company’s reputation to help measure the sustainability and societal impact of an investment.
02/22/2021
SS&C GlobeOp Forward Redemption Indicator: February notifications 2.37%
02/22/2021
The 2.37% reading for February 2021 also marks the eighth consecutive month of lower year-over-year redemptions, as well as the lowest redemption level for any month of February since the Forward Redemption Indicator’s inception in 2006.
02/22/2021
Financial services firms are using AI to create smart trading platforms and identify client needs
02/22/2021
"Bitcoin and other currencies are intended to have several uses, not least ease of exchange, purchase, and liquidity."
02/22/2021
By joining TCG, they will play a pivotal role in defining and shaping the security measures needed specifically for the banking financial services sector.