01/12/2016
“Increasingly our clients are looking for more frequent valuations and we believe the efficiencies we will gain through automation are considerable, and will allow us to meet our clients’ expectations with significant time savings – time
01/06/2016
Rockefeller & Co's sale of the platform, which could be announced as soon as Thursday, will allow it to concentrate on the business of managing client money
12/16/2015
Most of the world's biggest banks, with the exception of Chinese lenders, have now signed up to the initiative.
12/16/2015
Temenos emerged as the winner for its integrated, front-to-back wealth management solution, WealthSuite.
12/16/2015
Often, digital documents contain financial and investment information, bank account numbers and other personally identifiable information that, when in the wrong hands, could be destructive to your client.