12/03/2014
How a performance reporting firm largely unknown to RIAs is taking on Addepar and Advent
WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment
12/03/2014
WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment
12/02/2014
With more than 155 customers throughout the Americas, EMEA, and Asia-Pacific,
11/27/2014
Commenting on the award, Nicholas Hacking, Director, ERI said: "We are delighted to have won once more one of the awards of this prestigious programme that showcases ‘best of breed’ providers in the global private banking, wealth managem
11/26/2014
Across the wealth management world the way fees are charged is changing, drifting upwards
11/26/2014
Comprehensive End-To-End Data Sourcing, Validation, and Form Creation Capabilities Added to Leading Data Management Suite
11/25/2014
The best fund administrator category has never been the most popular in terms of the number of entries it has attracted since its 2009 debut in the Buy-Side Technology Awards.
11/25/2014
Advent Software, Inc a leading provider of software and services for the global investment management industry, today announced that Advent's Geneva has been named "Best Buy-Side Portfolio Accounting Platform," and Advent Portfolio Exchang
11/23/2014
When asked to name the world’s startup capitals, people normally think of Silicon Valley, London or New York. But with innovation on the march globally, the emerging markets have strong potential to become the next hotspots for entrepreneurs.
11/23/2014
It’s that time of year again. Each fourth quarter, companies begin finalizing their budgets for the upcoming year – allocating funds and estimating expenses for various business functions and departments.
11/21/2014
At a gala event in London last night, industry luminaries gathered for an evening of entertainment and excitement as the winners of the 2014 Banking Technology Awards and Readers’ Choice Awards were announced.
11/20/2014
Pershing has launched a self-invested personal pension aimed at its wealth management and adviser clients.
11/19/2014
Revenues at wealth management technology firm WDX by 700% in 2014 driven by growing regulatory pressures facing the wealth industry.
11/19/2014
This is the fourth time Pershing Prime Services has won an award from HFMWeek.
11/18/2014
Revenues at wealth management technology firm WDX soared by 700% in 2014 driven by growing regulatory pressures facing the wealth industry.
11/18/2014
The new asset servicing system will facilitate the company’s transformation from an annuity services provider to a specialised fund management firm with broader offerings in wealth management.
11/17/2014
For the second year running the Avaloq group, a provider of integrated and comprehensive banking solutions, has been named by Gartner as an industry ‘Leader’ in the ‘Magic Quadrant for International Retail Core Banking report.
11/17/2014
He says the space remains very fragmented, and he sees an opportunity for Advent to grow by displacing older solutions on the market.
11/17/2014
Conduct Risk regulations driving technological change for Wealth Management sector
11/14/2014
Explosion in Customer Adoption of Technology Increasing Expectations of All Age Groups
11/13/2014
This combined solution will bring together FNZ’s global platform technologies and State Street’s custody and asset servicing capabilities to provide a range of personalised wealth administration services via a master platform service. These wi