02/17/2015
SS&C GlobeOp's AIFMD web-based Annex IV reporting service leverages web-based workflow technology to automate the reporting process and to ensure that data is captured and aggregated in a consistent way
02/17/2015
Some wealth managers are spending millions of dollars per year to beef up so-called “digital vaults” that securely store their client’s confidential information, like tax returns and wills.
02/15/2015
A time when Croesus of Mermnadae, the last King of Lydia, had accumulated an ungodly amount of gold that was made from Lydian merchants.
02/13/2015
Old Mutual Wealth has signed up to a new web-based system that will make it easier for investors to track the performance of their investments.
02/13/2015
Enhanced Integration Network Will Include Move Money Capabilities Through Schwab OpenView Gateway™
02/12/2015
Robots are leaving the factory floor and heading for your desk – and your job
But technology can now do many more things that used to be unique to people.
02/11/2015
Panel of Experts Chooses CAIS, the Leading Multi-Product Marketplace for Independent Wealth Managers
02/11/2015
LineData Releases The Results Of Its Fifth Annual Survey Global Asset Management Industry
02/11/2015
Following the acquisition, Jay Mossman, the Founder and CEO of Akcelerant, will continue as its CEO
02/10/2015
InvestEdge Wins 2015 PAM Award For Private Client Investment Platform - Client Service
InvestEdge, the leading provider of innovative wealth advisory solutions, proudly accepted the award for Private Client Investment Platform–Client Service during the Private Asset Management Awards ceremony held in New York City.
02/06/2015
SS&C says Advent acquisition is a progression to cloud
In announcing the $2.7 billion acquisition of Advent Software, SS&C Technologies executives said the acquisition capitalized on a trend of increased outsourcing in financial services and will further the industry's move to the cloud.
02/05/2015
Objectway a leading provider of software and services to the EMEA investment management industry, today announced the release of its next-generation wealth and investment management platform—illumas
02/04/2015
According to eVestment data, there is approximately $558 billion in institutional assets up for grabs around the world each quarter. eVestment’s new Scorecard, launching this month, aims to help asset managers understand which of their resources to
02/03/2015
Advent Software acquired by rival for $2.7 billion
"It's a great outcome for our investors," Hess said Monday.
02/02/2015
Temenos selected by Julius Baer for technology modernisation
Swiss private banking group to progressively renovate its IT systems with Temenos’ best-of-breed applications
02/01/2015
The New York-based broker will deploy the web-based solution for its boutique prime brokerage.
02/01/2015
Is the robo route right for you? Here’s what you need to know about this growing technology.
01/29/2015
SS&C to buy rival?
They compete in the US and around the world in the wealth, investment, asset, portfolio and fund management software space. It is understood that Advent was pondering a sale in 2013, but changed its mind following a strategic review, having
01/29/2015
New Investor Experience Brings an Enhanced Level of Communication Between Advisors and Their Clients
01/28/2015
If 2014 was the year that robo advisors came of age, then we’ll probably look back at 2015 as the year the traditional asset management industry fought back.