07/17/2013
Yodlee, the platform for financial innovation released Yodlee WealthCenter, a new suite of tools and enhanced wealth data that reinvents how financial institutions interact with self-directed investors.
07/17/2013
Diluted earnings per share were $.47 in second-quarter 2013 compared to $.28 in second-quarter 2012.
07/16/2013
Celent explores the emergence of this new type of platform in the larger context of emerging global trends in the wealth management industry
07/16/2013
Expands Fee and Expense Management Solutions Offering
07/16/2013
The move to SS&C's data center allows us to continually improve our operations by extracting additional efficiency from the services, such as faster processing of end-of-day and overnight activities
07/16/2013
An advisor's personal relationship with clients traditionally one of the wealth management industryïes greatest strengths may now be a liability.
07/15/2013
New Access have announced the recruitment of a swathe of highly experienced industry professionals.
07/14/2013
Leading Research Management System Tamale RMS® Recognized in the Prestigious UK awards for the Investment Management Industry
07/14/2013
Standard Life Wrap will move to a new and flexible technology interface
07/10/2013
SocialComply enables financial institutions to monitor and engage with social media whilst managing risks
07/10/2013
He spent more than nine years working with Finantix in Singapore and the UK
07/10/2013
GlobeOp Financial Services was acquired by SS&C Technologies in June 2012.
07/09/2013
Midlands based Wealth Management Company deploys Invu document management tech
As a result, the company has fulfilled legislative standards in business continuity, benefitted from significant space savings and freed up valuable resource to concentrate on planned business expansion.
07/08/2013
Wealth Managers are making significant progress towards providing their wealthy clients with apps that equip them for a mobile world and yet there remain critical shortcomings in the range of mobile functions offered.
07/08/2013
Vermilion Software today celebrates its tenth anniversary.
07/08/2013
Wealth management survey finds evidence of uncontrolled IT spending
This comes as wealth management businesses are also facing rising costs of regulation - via new rules
07/07/2013
The move will result in faster turnaround times for order confirmations and contract notes which in turn allow SEI and client counterparties to reduce processing time and benefit from a substantial reduction in operational risk.
07/07/2013
The "Successive Pricing" model provides a sophisticated fixed income analysis tool leveraging Northern Trust's performance data
07/07/2013
In a period when the financial services arena is seeing profit margins squeezed by ever increasing regulation and greater client demands, solutions that provide comprehensive functionality underpinning the entire business process lifecycle are very attra
07/03/2013
The newly developed ImpaQt system addresses the demand for in-depth, objective analysis of instrument and portfolio risk