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
05/13/2014
Brewin said that it will instead look to upgrade its existing internal systems and stressed that improving its IT strategy remains important to the group.
05/13/2014
BLKB is the third Kantonalbank to choose the the Avaloq platform .
05/13/2014
JHC appoints Chief Operating Officer
He brings over 25 years of extensive experience in Enterprise systems development and delivery in Financial Services
05/13/2014
Based on the January-December 2013 sales of all software vendors surveyed by IBS Intelligence, SAGE SA’s Prospero is still the 2nd best selling software in the private banking space.
05/12/2014
Banking regulators hire math geeks of their own
The efforts of Lo, a pioneer in his field, are part of an unprecedented push at the OCC
05/12/2014
Little Progress in the Evolution of Mobile Apps for Banking
Only a small number of leading retail banks have made significant progress in their mobile app offerings since last year’s report.
05/12/2014
Objectway doubles its small-to-medium-sized business customer base in six months thanks to its eXimius Software as a Service (SaaS) offering for portfolio management & decision support
05/09/2014
ObjectWay inks deal with wealth management software firm
Initiative will bring the OFS eXimius Portfolio Manager solution to the markets served by IPBS
05/08/2014
Owner of wrap platform takes stake in wealth management tech firm
A cloud-based technology which aggregates investment data from across wrap platforms and non-platform assets, back office and fund providers.
05/07/2014
As Managers Distribute Strategies More Globally, Service Providers Help Them Meet Evolving Operational and Reporting Requirements
05/06/2014
Advent Named Leading Margin Management Provider
"Advent has a longstanding reputation for bringing innovative solutions to the market and Syncova is yet another great example," commented Rod Sparks, publisher of The Hedge Fund Journal.