09/03/2020
Sanctuary Wealth Chooses InvestEdge
Application tied to client's IPS helps advisors more easily comply with SEC & FINRA regs
FinTech
09/03/2020
Bardin Hill Elevates Operations with SS&C Technologies
Credit manager selects Eze OMS for trading, upgrades Geneva® for portfolio accounting
09/02/2020
Bank of America upgrades mobile app
Bank of America was one of the first banks to offer mobile banking and, more than a decade later, continues to lead the industry and make significant investments in this rapidly growing client channel.
09/02/2020
Safeguarding Investors Against Cybercrimes In A Digital World
They are privy to personally identifiable information (PII), such as social security numbers, bank accounts, passwords, documents and more.
08/31/2020
Fintech companies outrun big banks in profit and valuation
Pandemic drives digital pay in US and China as analog banking slows to a crawl
08/28/2020
T Rowe Price launches Japan tech-themed equity fund
The Global Technology Equity Strategy is one of the firm’s flagship investment strategies.
08/27/2020
Fidelity President Files For New Bitcoin Fund
This is the latest development at Fidelity, showing the seriousness with which it is taking bitcoin as an investable asset.
08/26/2020
iCapital Network and Pershing Enhance Technology Integration
Automates Document Uploads and Streamlines Custodian Workflows and Reporting
08/26/2020
SS&C Automates Retirement Plan Onboarding
Digital Plan Onboarding Process simplifies participant onboarding and recordkeeper communications in a post-COVID-19 environment
08/26/2020
Trustly expands into Australia and Canada
They are both large markets with great potential
08/26/2020
Sidley Represents KKR in Investment in ReliaQuest
The total investment is over US$300 million.
08/25/2020
Blockchain moves from promise to reality
Deloitte's 2020 Global Blockchain Survey
08/25/2020
SEI Expands Offering to Large Institutional Investors through Operational and Investment Support Platforms
Enhanced CIO Solution Provides Support to In-house Investment Resources
08/23/2020
SS&C GlobeOp Forward Redemption Indicator: August notifications 3.08%
The next publication date is September 22, 2020.
08/20/2020
Banks Emerge As The Digital-First Leaders Other Industries Will Emulate
Over a few short months, banks have made tremendous progress in digitally transforming themselves.
08/19/2020
FIS Speeds Access to Advanced Technology for Community Banks with New ClearEdge Solution
“ClearEdge takes that commitment to the next level with a powerful offering that we believe will be a game-changer for many community banks,” Lee added.
08/18/2020
Real-Time Payments Gaining Traction Among Businesses
Survey from Citizens Commercial Banking finds nine out of 10 businesses interested in new payment standard
08/16/2020
Warren Buffett Buying Gold May Push Bitcoin to $50K, Investors Say
Warren Buffett’s Berkshire Hathaway sold bank stocks to buy a gold mining company, which will indirectly boost the price of Bitcoin, investors say.
08/13/2020
Is your cultural foundation strong enough for the disruption ahead?
The customer experience is a vital way for firms to differentiate themselves and build long-term relationships with clients.
08/13/2020
Sales Software Startup Gong Reaches $2.2 Billion Valuation After Seeing Revenue Triple During The Pandemic
Coatue led the Series D funding that takes Gong’s valuation to $2.2 billion from $750 million after its previous round.