As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.
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
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
A robust thought leadership library with global investment research and commentary from the U.S., Canada, Europe, Japan and Asia. Users may search, sort, filter and subscribe to these materials.
By transmitting less data, MarketMap Mobile helps reduce roaming and data downloading and usage costs. The new update timer option helps users further limit data costs by allowing them to choose how often they want to receive price changes and news.
This comprehensive solution delivers robust capabilities, including high-quality aggregated data, premium reporting, multi-currency, research, risk analytics, CRM integration, invoicing and more. Additionally, PCR offers unique expertise with alternative
Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,
WealthStation received a best-in-class designation for Client Engagement Tools, Advisor Experience, Advisory Tools, and Enterprise Support.
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.
The new participants joined previously announced dealers Deutsche Bank, Goldman Sachs, HSBC and J.P. Morgan, bringing the majority of fed-14 banks onto MarginSphere.
Delivered through State Street’s proprietary online client information delivery system, my.statestreet.com, Entity Exposure Monitor Service includes state-of-the-art dashboards that investors can use to drill down into information about issuer and c
The main web application, which launched last week, is completely free to consumers and works much like other wealth management tools.