07/24/2012
“Regulatory Filings Manager is a natural extension of our enterprise-tested data management tools,” says Phil Christianson, product manager for ConvergEx’s Eze Castle Software.
07/19/2012
Through GWS, SEI will provide them with private client investment processing, and administration services for its GBP 1.8bn private client business.
07/15/2012
The service brings a choice of 130 global currencies to the bank's clients in the UAE, Bahrain, Oman and Qatar and is seamlessly accessible to all corporate clients via the bank's online banking platform.
07/15/2012
Financial Planning can be done on IPads, investment research materials or price alerts will be sent from client websites, or have the information pushed via short message service, emails or mobile applications.
07/08/2012
“We are very pleased with the success of our InnoTrust implementation,” said Deborah Harris, personal trust manager at Principal Trust, “The conversion team made our transition as seamless as possible. We’re excited to be using a t
07/08/2012
According to Christof Studer, Head of Marketing & Sales at IMTF, a Swiss company, "Building this partnership enables us to offer to OLYMPIC Banking System customers a state-of-the-art solution that provides control, access, processing and sharing
07/05/2012
This will help aid decision-making, promote resource efficiency and produce management information to assist in the demonstration of effective compliance, and ultimately help reduce risk.
07/04/2012
The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments.