03/25/2013
Advisors Ditch the Macbook for the iPad
When it comes to doing work on the go, advisors are trading in their laptops for tablet devices, a new survey shows.
FinTech
03/25/2013
‘Industrialisation Imperative’ for Global Financial Services - RESEARCH
Focus totally on product and service innovation. Maximise delivery efficiency.
03/24/2013
Advent's Black Diamond Collaborates With Investment Advisors Division of Raymond James
As a preferred vendor, Advent's Black Diamond portfolio management and reporting platform is available to independent registered investment advisor firms who use Raymond James as their custodian.
03/24/2013
DST expands Anova team with key sales hires
He joins DST Global Solutions from Verizon
03/24/2013
Anova helps enable super funds to meet APRA reporting requirements
APRA will demand regular reporting by super funds on more than 4000 data items, up from the current 800
03/20/2013
Captrust Financial Advisors implements Linedata front office platform
Wealth management firm looks to increase efficiencies through platform consolidation
03/20/2013
BNP Paribas launches new SEPA site for corporates
From 1 February 2014, all credit transfers and standard orders denominated in euro will be made using the SEPA standards in countries that have adopted the euro. For both corporates and banks, this requirement involves technical and organisational adaptat
03/19/2013
Vestmark Announces Inclusion by Fortigent on Advisory Platform
Under this new relationship, Vestmark will serve as a provider to Fortigent
03/18/2013
BNY Mellon Introduces New Risk Management Service
BNY Mellon Risk View(SM) delivers enhanced investment transparency across all asset classes, including equities, fixed income and alternatives
03/18/2013
Mobile Apps for Financial Advisors Revolutionizing Client Interaction in Wealth Management
Mobile Solutions Rapidly Becoming an Industry Disruptive Force, Improving Wealth Management Process Substantially
03/18/2013
DST and Flametree Announce Fixed-Income Attribution Alliance
According to DST, this alliance provides asset managers with granular, accurate analysis of the sources of risk
03/18/2013
Advent Software Board of Directors Completes Review of Strategic Alternatives
We engaged in a thorough process and carefully considered various alternatives
03/17/2013
Calastone opens office in Switzerland
With over 400 customers and 2,500 active trading links in 17 domiciles Calastone routes over £12 billion of fund transactions per month through its global network.
03/17/2013
Genesis Investment Management selects Vermilion reporting software
To remain competitive in the current climate and meet the ever evolving legislative requirements, investment into client reporting and communications platforms has become a necessity.
03/14/2013
Software niche in wealth management
This emerging trend is influencing the strategy and road map of downstream providers, including software houses
03/14/2013
Fiducia Wealth goes online to get connected
The firm will use the website to post business development ideas
03/12/2013
Dion Global Solutions expands European sales team
He joins Dion from Avaloq where he was responsible for new business development in the wealth management and private banking sector.
03/11/2013
Linklaters Earns Industry Honors for Information Security and Risk Management Success
The 2012 British Legal Award for “Best Use of Technology” has been awarded to Linklaters, which received the prestigious award for its implementation of IntApp Wall Builder, a software product that enables the firm to centrally manage informat
03/11/2013
Legacy Systems Hinder Investment Growth - RESEARCH
Firms running older systems need to invest more to do the same
03/10/2013
DST Global Solutions adds 'intelligent alerts' to Anova
This will allow targeted warnings and updates to be broadcast instantly