Central Trust selects new wealth management platform

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


PCR launches superior Alternative to DIY software offerings

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 Completes Acquisition of Prima Capital

Envestnet, a leading provider of technology-enabled wealth management solutions for investment advisors, has announced the completion of its acquisition of Prima Capital Holding,


Are Private Banks Social Media Shy?

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.


State Street Announces Entity Exposure Monitor Service

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