10/02/2013
WMSI Acquires S&P Capital IQ Financial Communications
Wealth Management Systems Inc. today announced that it has acquired S&P Capital IQ’s Financial Communications business.
FinTech
10/01/2013
Brown Brothers Harriman to abandon desktops and go mobile
US investment bank Brown Brothers Harriman expects to abandon desktops within two years in favor of a more mobile structure
09/30/2013
Brown Brothers Harriman to ditch traditional desktops as workers go mobile
US investment bank Brown Brothers Harriman expects to have abandoned traditional desktop computing within two years as employees move to mobile working, says CIO and partner Christopher Remondi.
09/29/2013
Rule Financial expands into Costa Rica
By choosing Costa Rica as its newest nearshore location, Rule Financial will be able to offer the benefits of time-zone alignment when delivering large projects for clients based in the United States and Canada.
09/29/2013
Wealth Management Industry Must Transform Legacy Infrastructure for Long-Term Success - RESEARCH
The current technology infrastructure in the wealth management space poses a major obstacle to progress
09/29/2013
China Life Insurance Upgrades Operations Platform With Newest Version of SS&C Portia
Taiwanese Insurance Company Makes Strategic Decision to Invest in SS&C PORTIA
09/23/2013
Advent unveils new logo at its annual San Francisco conference -- after discarding one that failed to elicit a sense of the progressive from RIAs
Advent has arguably been doing nothing but reinventing itself for the last three years.
09/23/2013
Banks’ Payments Businesses Facing Severe Disruptions
As Onerous Regulatory Constraints, Intensifying Competition, and Changing Customer Preferences Continue to Limit Growth, Banks Must Take Action to Strengthen Payments Revenues, Says Report by The Boston Consulting Group
09/22/2013
DST’S Anova performance named "Best in Class" by independent research group
DST Global Solutions announced that Anova Performance was named “Best-In-Class” by CEB TowerGroup
09/22/2013
London based Wealth Management software provider acquires ActiveBank business
The firm is one of the fastest growing providers of wealth management software in the UK
09/22/2013
Oppenheimer & Co. Inc's 2,300 advisers are rebooting
Oppenheimer is the latest major wealth management firm to adopt the six-year-old service.
09/18/2013
International private wealth management Launches New Wealth Management Website
The website will offer an insight into the level of support available to clients as well as showcasing interesting blog articles and helpful information downloads.
09/18/2013
RF Code brings asset management to your hand
Asset management and environmental monitoring company RF Code, has added new mobile management capabilities to its Asset Manager suite which is deployed standalone and alongside many data center infrastructure management suites for real-time tracking.
09/17/2013
Tactical Fund Manager Goes Live on FinFolio WorkStation Platform
FinFolio, Inc. a leading innovator in the portfolio management software industry today announced that Lyons Wealth Management LLC is live on FinFolio's WorkStation wealth management solution.
09/16/2013
Wealth management back offices ripe for outsourcing
Equiniti is at the forefront of the debate over the value of outsourcing the middle and back office functions.
09/16/2013
DST Global Solutions upgrades Anova
Anova's latest enhancements address the burdens placed on investment managers by upcoming regulation
09/16/2013
BlueBay Asset Management selects SimCorp Dimension
SimCorp, a leading provider of investment management solutions and services for the global financial services industry, has announced that BlueBay Asset Management, one of Europe's leading asset managers specializing in fixed income and alternative i
09/16/2013
Prescient Chooses Vermilion for reporting and communications platform
Vermilion Software a market leading provider in client reporting and communications software, announces its selection by Prescient Administration Services
09/12/2013
Industry Leader to head up DST Business Development for North America
He comes to DST Global Solutions from Eagle Investment Systems
09/12/2013
Advisers still needed in technology-led world
The Seven Investment Management marketing director told Money Management in a video interview that having the component parts does not mean clients can manage themselves.