04/20/2012
North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C
04/20/2012
UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."
04/19/2012
Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance
04/18/2012
Skandia UK has launched a financial adviser’s risk discussion app for iPhone and Android phones.
04/17/2012
InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes
04/12/2012
Access to institutional-grade technology, research and models through packaged cloud-based offerings enables RIAs to quickly expand wealth management programs
04/11/2012
Pershing was selected, in part, for its efforts to innovate and expand solutions for its customers.
04/07/2012
Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,
04/07/2012
The informative site allows potential investors the ability to recieve the free Investor Kit and gives each investor a free digital safe.
04/05/2012
"The OneVue UMA platform can administer more products than most, which enables our advisers to differentiate their service and provide clients with a complete view of their total wealth position as all assets and liabilities can be viewed in the one
04/05/2012
Financial Institutions often go through periods of change and finding flexible yet sustainable solutions during this time can be a huge challenge, intensified by the pressure of approaching deadlines.
04/05/2012
Andreas Capital has implemented the e-AMIS wealth management system from the Profidata Group.
04/04/2012
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.
04/03/2012
Customers around the world can now choose from 11 different language interfaces, including English, Dutch, French, French Canadian, German, Italian, Spanish, Swedish, Chinese Traditional, Chinese Simplified, Korean and Japanese.
04/02/2012
For the last couple of years, Deutsche has offered the option to have one global IT access across multiple booking platforms but demand is just building up, says Mr Kolb.
03/30/2012
As a clearinghouse, it will compile data from a range of bodies to support investigations throughout the region, as well as acting as a hub to co-ordinate training and answer inquiries.
03/29/2012
A survey conducted by assentium.com, an independent financial information portal for investors reveals that the attitude for most private banks to be on social media is rather reluctant.
03/29/2012
The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.
03/29/2012
Spire provides advisors with the flexibility to choose whatever business model or corporate entity they prefer. Advisors also have the ability to select a variety of fee structures.
03/29/2012
New report from Capgemini, Sogeti and HP highlights Quality Assurance strategies to respond to compliance, growth and cost optimization priorities