01/01/2013
Charles Stanley launches RDR-ready adviser website
Advisers will have access to model portfolios and other support services through portal designed to improve interactivity.
FinTech
12/30/2012
Raymond James Takes Advisor Sites Mobile
The mobile app, whether accessed through an advisor’s website or directly, provides our on-the-go clients the information they need to track their investment portfolios and market information
12/30/2012
Altus Group and ARGUS unveil asset management software platform
To improve productivity and maximize clients' investments, AE 9 provides an ability to consolidate cash-flow forecasts, allowing clients to perform analysis, sensitivity and reporting.
12/26/2012
YES Bank Selects Triple Point Technology To Manage Bullion Biz
YES Bank required a state-of-the-art enterprise solution to seamlessly manage all aspects of the precious metals supply chain while supporting extensive regulatory compliance requirements.
12/26/2012
Orion hauls down nearly $2 billion of accounts from two Advent clients
Orion Advisor Services LLC finished off a hot year on a high note — with big help from its investment in building its own bridge to Salesforce Galactica.
12/19/2012
Options selected as an Advent Software Service Provider
Options will be hosting Advent's Geneva solution on the Options PIPE® Private Financial Cloud.
12/19/2012
Banks, fund providers in Taiwan tap BBH communications platform
Brown Brothers Harriman has announced that three more participants have signed on or gone live with BBH Infomediary, its innovative technology solution
12/19/2012
Swiss wealth manager goes live with OLYMPIC Banking System
The extensive functional coverage and Service-Oriented Architecture will enable the bank to continue to meet the changing requirements of its clients and the market.
12/18/2012
Credit Suisse selects Markit Enterprise Data Management
Markit selected to manage Credit Suisse research department dataresearch department data
12/17/2012
Canadian wealth manager to deploy asset allocation and risk management platform
The Chief Investment Officer of WCPC, Sean O'Hara, believes that this new relationship demonstrates the commitment the firm has to providing cutting edge asset allocation and risk management
12/17/2012
Centralized Position-Keeping to Drive Investment Performance
TabbFORUM sits down with SimCorp to address the importance of a single authoritative source of ‘truth’ to support the buy-side’s investment strategy
12/17/2012
Nordea Bank Luxembourg standardises on Temenos' for private banking
The integrated platform, to be installed in a hub in Luxembourg, will give Nordea a single view of its customers coupled with real-time customer analytics, a complete view of risk, a compelling and interactive internet banking experience and the most adva
12/17/2012
Avaloq to enter German market with Quirin Bank joint venture
A combined offering for private banks available immediately through quirin bank's existing client business
12/16/2012
Royal Bank ranked best online banking site for 3rd year in a row
The survey ranked Canada's five biggest banks as the financial institutions with the best banking experiences.
12/13/2012
Interactive Brokers Launches Electronic Marketplace for Advisors
The first fully electronic forum designed to connect Wealth Managers and Money Managers.
12/13/2012
DST Global Solutions launches iPad App
The app, called 'DST IMS', is now available as a free download from the iTunes App Store.
12/13/2012
Quilter launches iPad app for advisers
The Quilter App is an extension of the firm’s online valuation service and uses the same high level of encryption and security.
12/12/2012
ISACA Risk/Reward Barometer Highlights BYOD Phenomenon and the Blurring Perimeter
ISACA, a non-profit association of 100,000 IT professionals in 180 countries, today released further insights from its 2012 IT Risk/Reward Barometer.
12/11/2012
SS&C and Abacus form alliance
As part of the agreement, Abacus and SS&C offer Abacus clients a robust FIX service and access to a trading community with more than 350 brokers worldwide.
12/10/2012
Misys Tops World Rankings in Trading and Risk Management Software
First place awarded in Risk Technology Rankings for its portfolio of products, including its innovative Collaborative Risk Management solution, Misys Global Risk