05/28/2012
The Digital Anatomy of the Affluent Male
We embarked on this research because we saw an opportunity.
05/28/2012
We embarked on this research because we saw an opportunity.
05/25/2012
SEI provides its GWS to a range of firms across the wealth-management spectrum and today's announcement follows recent strategic partnerships established with Premier Asset Management and ARIA.
05/25/2012
Bolsa de Valores de Colombia, the official Securities Exchange of Colombia, has certified SunGard as an international market data provider.
05/25/2012
The prestigious award recognizes Eze Castle's world-class help desk organization for its outstanding client support, commitment to excellence and focus on continual improvement.
05/24/2012
"Australia is ahead of the curve in its growing requirement for tax-aware portfolio management, and the wealth sector in particular has long taken into account the tax effects of investment decisions. Sylvan's post tax performance calculations g
05/23/2012
ERI has announced that it has entered into a partnership with the Swiss company change-IT to enable the full functional coverage of the OLYMPIC Banking System, the leading packaged application software for the Private Banking and Wealth Management market,
05/23/2012
. The Zoologic Finance 2.0 app allows users to access accredited courses for the financial services industry from their iPad or other mobile devices.
05/21/2012
It has its businesses spread across Singapore, Malaysia, Hong Kong and India.
05/21/2012
Black Diamond’s innovative iPad app allows advisors to access the platform from anywhere, anytime, and automatically synchronizes with different users’ personalized settings. Black Diamond’s iPad app delivers a consistent experience, ena
05/17/2012
SS&C Technologies looks set to aggressively target growth and new clients in Asia through its $920m tie-up with fellow admin firm GlobeOp, which was all but finalised after the offer became unconditional on Monday.
05/17/2012
VAR ANS Group has won a deal to design and implement a new computing infrastructure for financial services outfit WH Ireland.
05/16/2012
SunTrust has been an SEI client since 2005. SEI's Global Wealth Services provides core processing, accounting systems, and additional processing services to SunTrust's private client and institutional businesses. To learn more about SEI's G
05/15/2012
Leading Australian Financial Technology Provider Deploys in Equinix IBX Data Centers in Hong Kong, Singapore and London
05/15/2012
The bank is now able to benefit from comprehensive portfolio management functionality, complex analysis tools and high-quality reporting, enabling it to perform more detailed evaluations of cash flow, revenue and performance, and consolidate this informat
05/15/2012
Tieto has launched its full-asset, end-to-end, stockbroking and private client wealth management technology solution in the UK.
05/14/2012
Most recently, he has worked in the product teams at JP Morgan and BNY Mellon.
05/11/2012
Although Portugal is a very small part of Misys’s business, the group felt it had to get approval from the Portuguese authorities before completion.
05/11/2012
SS&C's acquisition of the PORTIA business adds a comprehensive platform of middle-to-back office capabilities allowing investment managers to track and manage day-to-day portfolio activity.
05/10/2012
Revenues from assets under management (AUM) or assets under administration (AUA) increased 21% to $28.3 million for the first quarter of 2012
05/10/2012
The deal has been criticised as another example of a successful UK company falling prey to foreign predators.