04/30/2014
SmartStream announces new TLM Reconciliations Premium deployment with SEI
Enables SEI to serve its wealth management clients with cash, transactions and securities positions from a single reconciliation platform.
04/30/2014
Enables SEI to serve its wealth management clients with cash, transactions and securities positions from a single reconciliation platform.
04/29/2014
We’re pleased with the recognition SunGard has received in its ability to help wealth managers operate smarter
04/29/2014
SS&C’s technology platform will be utilized at multiple affiliates
04/28/2014
The growing segment of so-called robo-advisors is far more vast and diverse than the moniker suggests.
04/28/2014
The awards, organized and presented by Wealthadviser at Sketch in London on April 25th recognize excellence in the private banking, wealth management and trusted advisor communities.
04/25/2014
Following a strategic review of its Client Reporting and Communication processes, Ashmore Group Plc selected the Vermilion Reporting Suite (VRS).
04/25/2014
Business community will need and rely on the puzzler skills of the IT profession says CIO
04/24/2014
Musgrave and Betteridge are co-founders of the software company Preciousbluedot and recently built a mobile app for clients of Seven Investment Management (7IM).
04/24/2014
The SS&C GlobeOp Forward Redemption Indicator for April 2014 measured 3.23 per cent, down from 3.81 per cent in March
04/22/2014
Commenting on the award, Nicholas Hacking, Sales Director at ERI said: "We are delighted to have been voted for this prestigious award by independent experts, having also won it in London in 2013".
04/17/2014
To date, an external service provider has carried out the asset manager’s fund administration.
04/15/2014
The Internet security world mobilized to tackle the Heartbleed software bug.
04/15/2014
Rapidly changing technology isn't a threat to financial services operators, it's just the continuation of long term trends that have always confronted the sector
04/10/2014
Mike Free has sold his stake in Sammedia to a consortium of private investors led by Mik Cons, one of the founders of 1st Software.
04/08/2014
He has 25 years’ experience in financial services and has held roles in Australia, the Middle East and United Kingdom.
04/08/2014
At the 2014 WealthBriefing Awards ceremony that took place in Geneva on 3 April
04/07/2014
Many of the UK's most exclusive addresses have well below average internet connection speeds
04/07/2014
True Potential Investments LLP has hired Sheriden Davy as Head of Risk and Compliance and Colin Beveridge as Chief Investment Officer as the company structures for continued growth.
04/06/2014
A good number of investment advisors in the US and Canada are reaching retirement age.
04/03/2014
Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.