StatPro sees growth in private wealth markets

StatPro Revolution is a cloud based portfolio analytics and reporting platform that enables money managers always-on access to the granular drivers affecting their clients' portfolio performance.


Fiserv Enhances its Premier Bank Platform

This comprehensive view of customers' direct and indirect relationships with a financial institution optimizes customer relationship management and enhances the customer service experience.


COR&FJA and dwpbank team on Facta offering

By doing so, they have combined the range of services offered by the dwpbank with its extensive experience in the field of US American tax legislation with the software products of COR&FJA to produce an all-inclusive service spectrum that covers the e


Envestnet scoops up RIA portfolio solutions provider‎

The two firms, with the combination of their technology solutions, breadth of investment products and back-office operation services, are poised to transform the way RIAs deliver scalable, integrated solutions to their customers.


German Asset Manager selects SimCorp

The Hannover-based company will be using SimCorp Dimension in the areas of portfolio management, compliance, risk management and performance measurement.


SEI enhances front-office capabilities with new acquisition

This technology will enable SEI to deliver more sophisticated levels of front-office automation and functionality to its wealth management clients in critical business areas such as client acquisition and client management.


Envestnet to Acquire Prima Capital

Prima’s clientele includes regional broker-dealers, trust companies, independent RIAs, family offices and seven of the top 20 banks in the U.S. by total assets.


Citi Launches the New Women & Co.

Launched in 2000, and previously available only to Citi customers, Women & Co. is now available to any woman who wants to improve her finances and strengthen her financial foundation.


BMO Global selects SimCorp to support its investment mgmt process

With assets under management of $90 billion, BMO Global Asset Management is a multi-asset management business operating within BMO Financial Group. SimCorp Dimension will support BMO Global Asset Management's operations in Toronto, Chicago and Milwau


Montanaro Asset rolls out Charles River IMS

Montanaro is utilising Charles River's Managed Services offering of Application Management and Hosting for the Charles River IMS, designed to help reduce costs and increase ROI by supplying system expertise and hosted infrastructure.