12/18/2014
SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C's wealth management platform.
12/18/2014
Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced that PriceMetrix's proprietary database of fee and managed accounts history will be offered as part of Thomson Reuters Wealt
12/17/2014
Only private wealth-focused online platform to offer private equity peer group data from Burgiss
12/17/2014
MRM has won the UK account for the Wealth Platform of SEI, the global financial firm.
12/16/2014
At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions.
12/15/2014
Aberdeen Asset Management chief executive Martin Gilbert has met Google executives in a bid to better understand the technological challenges facing the fund industry
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