06/24/2013
Pinnacle Trust Goes Live on SEI Wealth Platform
Pinnacle Trust has gone live on the company's fully integrated wealth management solution
06/24/2013
Pinnacle Trust has gone live on the company's fully integrated wealth management solution
06/23/2013
The investment banking industry is heading into a digital revolution that could redraw not only its business model but also the traditional image of its staff. Stuck with dwindling profits in an era of poor ret
06/20/2013
Research by consultancy Investit has revealed that 60% of investment management firms are concerned about their ability to support the rapid growth in data requirements
06/20/2013
The global leader in investment management and investment services is among the first to introduce a mobile application
06/20/2013
“Institutional investors are getting more actively involved in the investment process, in hopes of reducing costs and improving performance.
06/19/2013
The annual awards highlight the achievements of North American single- and multi-family offices and the elite wealth advisors, asset managers and service providers who work with them.
06/19/2013
The award was accepted by Martin Cole, Managing Director of SIX Financial Information UK, at the ceremony in London, on Wednesday, 19 June 2013.
06/19/2013
Products and people acknowledged for excellence second year in a row
06/18/2013
Leading wealth management software house announcea two major changes to their existing sales structure
06/18/2013
62% of Participants Say That Data Aggregation is Biggest Challenge
06/18/2013
SunGard Data Systems Inc, is exploring a sale of its data managing operations
06/18/2013
Large scale connectivity firms are creating a highly competitive environment in North America these days
06/18/2013
He joins Dion from Oracle where he was a Sales Executive responsible for Integrated Risk and Finance applications in the German banking market.
06/17/2013
Jiway confirms the agreement of services with a Swiss private banker
06/14/2013
The newspaper reported that the losses are believed to be between $3 million and $5 million, and are likely to stoke further debate about risk management protections.
06/13/2013
The highly respected, and independent, UK-based organisation IBS Intelligence has analysed the market for core processing systems used in international private banking.
06/12/2013
Board members should raise nine critical questions when discussing technology strategy with IT and business managers.
06/12/2013
We’re thrilled to win this award as this recognition by the readers of Citywealth is a testament to our role as a leader in delivering best-in-class solutions for wealth managers in the region
06/11/2013
Cofunds is linking to Euroclear's EMX Message System for further electronic fund transaction order routing
06/09/2013
The system will create monitoring reports and management information to red flag significant legal risks for the client company and supplier, signally any need for bolt-on products and solutions.