04/05/2012
"The OneVue UMA platform can administer more products than most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and liabilities can be viewed in the one
04/05/2012
Financial Institutions often go through periods of change and finding flexible yet sustainable solutions during this time can be a huge challenge, intensified by the pressure of approaching deadlines.
04/04/2012
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.
04/03/2012
Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.
04/02/2012
For the last couple of years, Deutsche has offered the option to have one global IT access across multiple booking platforms but demand is just building up, says Mr Kolb.
03/30/2012
As a clearinghouse, it will compile data from a range of bodies to support investigations throughout the region, as well as acting as a hub to co-ordinate training and answer inquiries.
03/29/2012
The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.
03/29/2012
New report from Capgemini, Sogeti and HP highlights Quality Assurance strategies to respond to compliance, growth and cost optimization priorities
03/23/2012
With security today paramount, J.P. Morgan's award winning multi-level security protocol is designed to protect privacy, preserve data integrity and maintain operational control.
03/19/2012
As the old adage goes, if you don't measure it you can't manage it, and one conclusion that could be drawn from this lack of data is that technology companies are not serious about addressing the lack of female leadership within their organisati
03/16/2012
Almost not to be outdone, Lloyds Banking Group (41% taxpayer-owned) said on Tuesday that it would offshore 513 roles currently held by its UK IT staff, with the transfer to its Indian operation due to include 205 contract IT jobs.
03/15/2012
"Competition in the Wealth Management industry is stiff, and regulation is increasingly stringent," states Lac Vuong, Managing Director of Informa Investment Solutions