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.
Oracle Database Ready and Oracle WebLogic Server Ready are part of the Oracle Exastack Ready program which allows partners, such as ERI, to be recognized by Oracle for developing, testing and tuning their applications on the latest component products of t
“With Frankfurter Bankgesellschaft, another important player from the Swiss private banking community is now working with the Avaloq Banking System”, notes Francisco Fernandez, CEO of the Avaloq group.
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.
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
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
Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,
"The OneVue UMA platform can administer more products than most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and liabilities can be viewed in the one
Financial Institutions often go through periods of change and finding flexible yet sustainable solutions during this time can be a huge challenge, intensified by the pressure of approaching deadlines.
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.