06/05/2014
The wealth advisory firm will benefit from industry-leading portfolio accounting, management and reporting capabilities, enhancing its ability to deliver high-end service to its clients.
06/05/2014
Wealth advisory firm Selects SS&C's Global Wealth Platform
The wealth advisory firm will benefit from industry-leading portfolio accounting, management and reporting capabilities, enhancing its ability to deliver high-end service to its clients.
06/04/2014
This enterprise solution leverages a single SQL database to deliver critical client information via an easy-to-use browser-based user interface.
06/04/2014
Partnership creates game-changing solution for financial advisors
06/03/2014
They want easy access to professional information and control over their clients’ investments
06/03/2014
Brooks teams up with tech firm to lighten advisers' workload
This is hosted in a day-to-day client management tool.
06/03/2014
Advent Wins 2014 FTF News Technology Innovation Award
Advent Portfolio Exchang Recognized as "Best Client Reporting Solution"
06/02/2014
A good starting point is to recognise that there is no single definition of cloud, nor is there a unifying set of criteria that banks and other financial institutions use when making their decision.
05/30/2014
BlackRock CEO Larry Fink says what he’s worried about most is technology and its impact on jobs around the world.
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