02/10/2022
SS&C's 2021 financial results reflect the cumulative progress our salesforce, product specialists, and management teams have made.
02/09/2022
Annual Broadridge CX and Communications Survey finds consumers' expectations rise when it comes to channel preferences, personalization, data security and transparency
02/07/2022
Iress will support all areas of Findex’s financial advice and risk insurance business with technology that underpins its advice operations, compliance processes, and investment portfolio strategy development.
02/03/2022
This is another step towards our goal of offering Croesus to as many investors as possible," said Sylvain Simpson, President of Croesus.
02/01/2022
Many advisors and wealth managers, along with their technology partners, have worked continuously on upgrading their client experience, especially after Covid-19 sent many people into a long-term work-from-home environment and made it difficult to travel
01/28/2022
The company’s portal for wealth managers, SEI Wealth Platform, lies at the core of its technology-intensive business of outsourced money management.
01/27/2022
Within the partnership, Smith & Williamson and Innovate Finance will collaborate on a series of events and thought-leadership insights for members including findings from a survey on key fintech themes, including collaboration between start-ups and in