12/15/2014
FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.
12/11/2014
Ardan International was recently acquired by Rowan Dartington the independent wealth manager,
12/09/2014
Many Private Fund Managers Face Jan. 31 Deadline for Filing Year-End Reports
12/09/2014
It is gratifying to see the high level of engagement and collaboration on the platform, and we appreciate our clients for working so closely with us to evolve our industry-leading solutions.”
12/09/2014
Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.
12/08/2014
UBS Group AG, facing the threat of competition from Google Inc. and Amazon.com Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank’s wealthy clients.
12/08/2014
This industry first takes advantage of the recent changes in Eurosystem rules that allow central banks to provide Eurosystem liquidity via a triparty platform.
12/05/2014
Geoff Harries has become global head of asset servicing SS&C Technologies following the acquisition of DST Global Solutions.
12/05/2014
Sweden's largest private health and dental provider chooses Advent Software to support its pension fund.
12/04/2014
The white paper, entitled ‘Catalysts for Change in Client Reporting’, was based on a survey of over 100 senior financial technology and data decision makers in investment management, conducted on behalf of Vermilion Software.
12/04/2014
A customer since 2009, the SYZ & CO Group decided to renew its relationship given NX Manager's proven robustness and ability to increase operational efficiency while reducing risk.
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
Hedge fund software giant cquires DST Global Solutions
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
These Cities Have The Ingredients To Become The Next Silicon Valley
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
Middle-Office Outsourcing: Cost Certainty in an Uncertain World by Zak Hutton, SS&C
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.