07/10/2014
In an environment of increasing regulation and the need to control costs, eXimius provides portfolio managers and advisors a best-in-class portfolio management workbench that streamlines investment processes while ensuring suitability in line with client
07/10/2014
Value of virtual currency predicted to soar as demand increases
07/09/2014
Pity today’s wealth managers. No, really.
07/09/2014
We re-engineered ADR.com to keep up with the demands of DR market participants
07/09/2014
Voltage Security Survey Reveals Many Organisations Still Fail to Implement Effective Security Practices
07/09/2014
Canadian Firms Sign for SS&C's Market Leading, Next Generation, Real Time Wealth Management Platform
07/09/2014
New app provides real-time game analysis and data visualisation
07/09/2014
The Wealth Hub will be available for general release to Charles River Investment Management Solution Version 9 users following completion of beta testing with client partners.
07/08/2014
SS&C will help managers comply with various aspects of the AIFMD including functions relating to asset verification, cash flow monitoring and oversight services.
07/08/2014
The Board of Directors of the new company will be complemented around Klaus Rausch, CTO and member of the executive board at Avaloq and Damir Bogdan, CIO and member of the executive board at Raiffeisen Group.
07/08/2014
Desjardins Securities--the brokerage firm of Desjardins Group, the largest cooperative financial group in Canada--was looking for a flexible, scalable and reliable platform to support its continuously growing business, while increasing its overall organis
07/08/2014
Wealth Management Solution recognised for its superior service to the industry
07/07/2014
Barclays Wealth & Investment Management has launched a mobile banking application for its UK high net worth clients.
07/06/2014
First wristband to act as contactless payment card that does not require pre-loading will come to Britain if trial in Spain is success
07/02/2014
Integration of multiple business support services leads to single approach for facility contracts, end user-requests and workplace management
07/01/2014
The ability of XPLAN to support Blevins Franks internationally was a key factor in the decision to partner with IRESS
07/01/2014
MyVest's SPS is a cloud-based platform which allows the provision of holistic wealth management across an enterprise
06/30/2014
The managers say increased speed of deployment, flexibility, better cost structure and easier use and management are the primary benefits of thin client.
06/30/2014
Credo has made several enhancements to its platform used by Financial Intermediaries, including wealth managers, family offices, financial advisory firms and trust companies. The enhancements include portfolio modelling functionality and improved research
06/26/2014
Euromoney’s inaugural Innovation in Wealth Management Technology Awards acknowledge the positive contributions from traditional and non-traditional service and product providers in offering solutions to the industry and consumers through the use of