07/17/2013
Lombard International Assurance is delighted to announce the successful launch of a new technology platform which provides enhanced investment administration services to its partners and clients.
07/17/2013
The Royal Bank of Canada is preparing a mobile NFC payments service which will see sensitive user data stored in the cloud rather than the handset.
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