SAN FRANCISCO--Advent Software and Microsoft have announced their collaboration on Wealthline, a new Web-based wealth management service for investment advisors and their clients. Coding for the service is wrapping up this month and Microsoft expects to launch the beta version in February.
Wealthline, which will be built on Microsoft’s .Net platform, will offer secure document publishing, portfolio reporting and financial content from the MSN Money personal finance site. Down the road, it wil
IBM makes headway with blockchain and encryption services; the FCA's Stephen Hanks says firms need to make decisions about their ARMs and APA providers soon.Subscribe to Weekly Wrap emails