10/17/2012
Fiserv Adds Features to Wealth Management Platform
We believe the demand by investors for professional financial advice will continue to grow
10/17/2012
We believe the demand by investors for professional financial advice will continue to grow
10/17/2012
Linedata, the global solutions provider dedicated to the investment management and credit industries
10/17/2012
Pershing's NetX360 was identified as the most used tablet app and Albridge Wealth Reporting was voted the most used portfolio management solution by those surveyed.
10/16/2012
BILNet Wealth Services based on Triple’A Plus from Temenos equips Independent Financial Advisors with better portfolio monitoring and risk management capabilities
10/16/2012
Euroclear Bank clients will be the first to take advantage of Euroclear’s new, innovative, browser-based application – EasyWay.
10/16/2012
As investor profiles and expectations have changed over the past few years with requirements for more information and greater transparency, robust client reporting and communications platforms have become a necessity.
10/15/2012
SS&C Technologies today launched GoTrade+, an advanced, flexible middle-office service for complex investment portfolios.
10/15/2012
Tighter supervision and more stringent selection processes make it imperative that you are able to demonstrate that your reconciliation process controls are robust.
10/14/2012
A TD Bank spokeswoman says about 1,000 Canadians with U.S. accounts could be affected after some data tapes containing personal information were misplaced.
10/14/2012
Temenos Group has announced that it has been positioned by Gartner, Inc. in the ‘Leaders’ quadrant in the International Retail Core Banking (IRCB) Magic Quadrant report.
10/14/2012
The bank began operations in June 1994, and is currently the second largest domestic Panamanian bank.
10/10/2012
When Old Mutual wanted to increase its focus on customer services, it decided to cut its IT costs and complexity dramatically.
10/10/2012
Fountain Credit Services becomes first institution in Kenya to run its operations in the cloud
10/10/2012
Wealth management firms adopt outside technology only selectively, but outsourcing could benefit firms struggling against tight budgets.
10/09/2012
SEI was also recognized as a top vendor in the report's Advanced Technology category.
10/09/2012
Leading asset management firm streamlines messaging processes with Babel, boosting efficiency and cost savings
10/09/2012
The CISI’s Wealth Management Forum tackled the issue head on recently
10/08/2012
The iPad app is now available in Apple's App Store
10/03/2012
ANZ has announced a major investment program for its Australian business designed to make it easier for Australians to bank with ANZ.
10/03/2012
Previously she was vice president of marketing at TORA, a front-office trading technology provider.