05/30/2014
SSL has been using the IPBS private banking and wealth management system to support their operations for the last five years.
05/30/2014
The triumph is yet another milestone in the company’s drive to be recognised as one of the pre-eminent players in the competitive client communications and reporting space.
05/29/2014
Sprott Asset Management Selects SSCNet for Automated Settlement Notification
The global network will enable trade communication between Sprott and its broker/dealers, custodian and prime brokers.
05/29/2014
Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives
05/27/2014
This is the sixth consecutive year Geneva has been honored with this award.
05/27/2014
The move is significant after what is understood to be a 17-month delay in its full implementation.
05/26/2014
The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.
05/22/2014
Behind Citi's distribution machine
Citi is deploying technology to diversify its product offering and make customer feedback more sophisticated and central to deciding how it provides advice.
05/22/2014
DST launches advanced version of Anova
“We’re witnessing increased demand from asset and wealth management firms to modernize their current performance measurement and attribution systems," said Webb.
05/21/2014
ANZ has opened an IT centre in Sydney ahead of the launch of the bank’s new wealth app.
05/21/2014
Silanis Technology, a leading electronic signature provider, today announced that Pershing LLC, a BNY Mellon company, has approved e-SignLive™ electronic signature service for use by any broker dealer firms looking to complete and process digital fo
05/21/2014
Its wealth management division, McGladrey Wealth Management, provides investment advisory services, financial planning, and other wealth management services to individuals and businesses.
05/21/2014
One of five firms to be nominated in the Best Front Office Solution category, Objectway walked away with one of two trophies awarded.
05/21/2014
Recent increased regulatory activity has cast a spotlight on how the Wealth Manager community manages and governs their supplier management relationships.
05/19/2014
BCB has selected a multi-product approach from Temenos, including T24 Model Bank to be run on the Microsoft SQL Server platform, as it offers an integrated solution that will provide for a more structured and rapid implementation.
05/16/2014
There’s a question to be answered; how does the wealth management sector ensure products and services offered address client needs without offending society?
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