02/24/2013

Nomura Securities selects advisor platform for wealth management

In addition to the current wealth management CRM functionalities, the company will provide client reporting tools, an application suite for mobile devices, as well as interactive consulting tools for investment, life and succession planning in the coming

02/12/2013

SimCorp Dimension upgraded

The importance of risk management has continued to rise in the aftermath of the financial crisis and the introduction of a number of new regulatory requirements.

02/11/2013

SunGard Launches Mobile Meeting for Financial Planning

“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”

02/11/2013

Avaloq opens Australia office

The expansion to Australia - a new continent for Avaloq - comes after the company successfully established local offices in various regions in recent years.

02/11/2013

ERI Bancaire secures Oracle Ready status for Olympic platform

Today's announcement demonstrates that ERI Bancaire supports OLYMPIC Banking System version A with Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, Oracle SPARC SuperCluster and Oracle Solaris 11. ERI Bancaire is a Gold level member of

02/10/2013

Will Mobile Technology Reshape Wealth Management?

A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.