02/25/2013
Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
The Wealth Access Estate Platform turns what was once a complex and time consuming endeavor into a simple and complete view of an investor's net worth.
02/25/2013
Acquisition by Objectway Financial Software delivers immediate client value
02/25/2013
Investment Advisor Implements SS&C's Technology Based on Its Unified Managed Accounts (UMA) Capabilities
02/24/2013
Join DST Global Solutions and CEB TowerGroup for a look at how to leverage operational technology to meet growth objectives and transparency requirements.
02/24/2013
Nomura Securities selects advisor platform for wealth management
In addition to the current wealth management CRM functionalities, the company will provide client reporting tools, an application suite for mobile devices, as well as interactive consulting tools for investment, life and succession planning in the coming
02/24/2013
The firm chose Advent's Geneva, a global portfolio management, reporting, and reconciliation system, which has been specifically designed for complex, global alternative investment strategies.
02/20/2013
Ascentric posted total net new business of £1.3bn for 2011
02/19/2013
The system will enable hedge funds, proprietary trading firms and others the opportunity to borrow through the firm's new locate system.
02/18/2013
There is a tremendous opportunity to increase productivity in the investment industry
02/14/2013
Revenue increased 79.5% to $171.8 million in fourth quarter 2012 and 48.8% to $551.8 million for the full year 2012.
02/14/2013
These methods are limited in their scope and are ultimately unsustainable
02/12/2013
The importance of risk management has continued to rise in the aftermath of the financial crisis and the introduction of a number of new regulatory requirements.
02/12/2013
Under the terms of the agreement, Morningstar now provides Proquote with a fully hosted web-based solution that gives users access to company reports for all London Stock Exchange quoted companies.
02/11/2013
SunGard Launches Mobile Meeting for Financial Planning
“SunGard’s Mobile Meeting is helping to improve the way advisors interact with their clients by taking sophisticated financial planning concepts and presenting them in an understandable, meaningful way.”
02/11/2013
High net worth investors want insight into the value their advisors provide to them
02/11/2013
The users of the bank now have available a solution allowing easy access to all documents of their customers, while guaranteeing the privacy of sensitive data.
02/11/2013
The expansion to Australia - a new continent for Avaloq - comes after the company successfully established local offices in various regions in recent years.
02/11/2013
Today's announcement demonstrates that ERI Bancaire supports OLYMPIC Banking System version A with Oracle Exadata Database Machine, Oracle Exalogic Elastic Cloud, Oracle SPARC SuperCluster and Oracle Solaris 11. ERI Bancaire is a Gold level member of
02/10/2013
A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.
02/10/2013
SunGard's introduction of global intraday streaming securities lending data is a major step forward