A preview of next week's conference agenda for Buy-Side Technology's flagship event.
The Moxy tool will add cloud-based, automated portfolio rebalancing capabilities with dramatic time reductions.
It's not just the bigger kids in the school yard
Swiss banking giant focuses on intelligent machines for advisory over distributed-ledger projects
Could Denmark compete London as Europe's biggest fintech hub?
Portfoilio Sync allows wealth manager clients to automate the uploading of client portfolio holdings data, enabling them to analyze specific client account information within YCharts' platform.
Tamarac is a part of RIA platform provider Envestnet.
BST Asian Summit keynote highlights necessity of digital, opportunities in the region.
Integrates automated allocation with traditional services
The global information provider has integrated MyVest's Strategic Portfolio System (SPS) into its BETA systems suite, allowing users to automate and scale transactions processing related to managed accounts.
Interactive Data’s Managed Solutions division has developed a mobile application to accompany its PrimeTerminal data workstation, to enable customers to access the platform via Apple or Android smartphones and tablet devices while away from their desks.
Wealth managers and private banks, the heirs of aging technologies and manual processes, need to change. Prodded by regulators to deploy more efficient and flexible operating infrastructures, most of them have been left with big gaps to fill and…