05/15/2014
Merrill Lynch launches technology-driven retirement tools
Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients
05/14/2014
We are seeing increasing interest in both solutions
05/14/2014
Swiss Based Private Investment Office Opts for Advent's Wealth Management Solution
Swiss Based Private Investment Office Opts for Advent's Wealth Management Solution to Increase Operational Efficiency and Deliver Superior Service
05/13/2014
Addepar Raises $50 Million for Wealth-Management Dashboard
The company shares its pedigree with Palantir Technologies
05/13/2014
Brewin said that it will instead look to upgrade its existing internal systems and stressed that improving its IT strategy remains important to the group.
05/13/2014
BLKB is the third Kantonalbank to choose the the Avaloq platform .
05/13/2014
JHC appoints Chief Operating Officer
He brings over 25 years of extensive experience in Enterprise systems development and delivery in Financial Services
05/13/2014
Based on the January-December 2013 sales of all software vendors surveyed by IBS Intelligence, SAGE SA’s Prospero is still the 2nd best selling software in the private banking space.
05/12/2014
Banking regulators hire math geeks of their own
The efforts of Lo, a pioneer in his field, are part of an unprecedented push at the OCC
05/12/2014
Little Progress in the Evolution of Mobile Apps for Banking
Only a small number of leading retail banks have made significant progress in their mobile app offerings since last year’s report.
05/12/2014
Objectway doubles its small-to-medium-sized business customer base in six months thanks to its eXimius Software as a Service (SaaS) offering for portfolio management & decision support
05/09/2014
ObjectWay inks deal with wealth management software firm
Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS
05/08/2014
Owner of wrap platform takes stake in wealth management tech firm
A cloud-based technology which aggregates investment data from across wrap platforms and non-platform assets, back office and fund providers.
05/07/2014
As Managers Distribute Strategies More Globally, Service Providers Help Them Meet Evolving Operational and Reporting Requirements
05/06/2014
Advent Named Leading Margin Management Provider
"Advent has a longstanding reputation for bringing innovative solutions to the market and Syncova is yet another great example," commented Rod Sparks, publisher of The Hedge Fund Journal.
05/06/2014
New Wealth Management App Launched for iPad, Android
"Our community of financial advisors, wealth managers and investors increasingly require continuous access to market information and account data.
05/02/2014
AG Delta appoints industry vet as Chief Product Officer
He has over 30 years of experience in the investment banking industry having worked for several global leading banks such as UBS, Merrill Lynch or Vontobel.
05/02/2014
SS&C Technologies Reports Record Revenue, Stronger Earnings
Record revenue of $185.8 million in the first quarter 2014, representing an increase of 7.3 percent from the first quarter 2013
05/02/2014
Accredify Offers HNW's an Easy Way to Invest in Private Equity Online
The service works in the same manner as Facebook Connect, where Accredify members sign in to portals to instantly qualify as an investor.
05/01/2014
Investment Management Firms Must Maximize Technology Initiatives to Increase Business Value - SEI
Outsourcing Partners Create Streamlined Processes and Operational Efficiencies