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332 news stories found
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November 20, 2017
Mr. Winans has been endorsed by Marquis Who's Who as a leader in the financial industry
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October 19, 2017
FinFolio has integrated their wealth management and trading platform with PieSync, a service that synchronizes client and contact information between a growing library of more than 80 CRM and contact apps.
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October 18, 2017
Daniel Wyman, M.D., served in numerous senior leadership positions in the U.S. Air Force and has led strategic health transformation initiatives in both the public and private sectors.
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October 14, 2017
Brian Auerbach focuses his practice on U.S. and international intellectual property litigation
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September 18, 2017
FinFolio 2.0 is a web app for professional wealth managers that does portfolio management, performance reporting, dashboards, billing, trading and client portals
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August 22, 2017
Today FinFolio announced that it has been selected as the portfolio management software provider for Albitz/Miloe & Associates, Inc. a California based Registered Investment Advisory firm.
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August 15, 2017
Mr. Larr has been endorsed by Marquis Who's Who as a leader in the finance industry
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July 26, 2017
wealthlab.io is a stand-alone REST API that lets wealth managers, robo advisers and fintech startups build wealth management apps, client portals and custom reports.
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July 20, 2017
Henley qualifies for Million Dollar Roundtable (MDRT)
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July 7, 2017
Since its inception in 2009, VIP GROW has helped create almost 3,000 new jobs for service-disabled and veteran-owned small businesses.
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June 22, 2017
Based from the Calamos Wealth Management corporate headquarters in Naperville, Illinois
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June 12, 2017
Ms. Esnault-Pelterie has been named an Executive of the Year in Banking by Worldwide Branding
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June 7, 2017
Enables better and faster exceptions-based portfolio management decision-making - Prioritizes notifications based on asset manager's unique data set and parameters - Cross-platform modular front end forwards digital transformation
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May 16, 2017
Latest version includes an improved trading and order management module, more specific asset class coverage, increased compliance-related elements around disclosure and reporting and workflow and user experience (UX) enhancements.
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May 8, 2017
Chevo becomes six-time winner of the annual Workplace Excellence Seal of Approval award by the Alliance for Workplace Excellence (AWE)!
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May 5, 2017
Strategic Relationship Formed to Support Digital Marketing Needs For Financial Advisors
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May 4, 2017
Conference to feature numerous leaders and experts addressing key issues related to sustainable, responsible and impact investing
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April 28, 2017
FinFolio's outsourced investment management platform offers FIX connectivity and algorithmic real time trading of portfolios including sleeve level strategy management . FinFolio has been deployed to HCO Private Wealth.
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April 7, 2017
Mr. Geist wrote "Learning with Project Management Simulations" and "Project Success and Ethics in Managing Global Project (2015)
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