The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le
Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.
Blockchain-enabled model to further support banks to deliver a single frictionless real-time payments proposition Mastercard will act as the network operator to process, clear and settle international payments
Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.
Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.
Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors
The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.