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Press Release
August 30, 2017
Led by Savannah native Andy Murphy and Jeff Buice, GENCapital offers investment management, financial planning and banking advisory services for individuals, families, businesses, and institutions.
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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 16, 2017
The five-step guide assists plan sponsors considering the addition of a sustainable and responsible investment (SRI) option to their DC retirement plans.
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August 8, 2017
The acquisition of QRMO, a Hong Kong-based company with 30 employees, allows Linedata to expand its outsourcing business and enhance its presence across Asia.
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August 4, 2017
Advance Capital Management is pleased to announce that Michael Hohf has been named one of America's Top Next-Gen Wealth Advisors by Forbes Magazine.
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July 31, 2017
Program for investment professionals to be presented August 1, 2017 at 4:30 p.m. EDT
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July 27, 2017
Sales and marketing experts Memphis Tier One Consultants has praised a new study, which revealed entrepreneurs are aiming higher than ever before in the pursuit of success.
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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 21, 2017
The Financial Times has recognized RAA on its list of the Top 300 RIA firms for 2017.
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July 12, 2017
A wealth management expert with a highly regarded reputation for excellence, Mr. Tagliaferri came to prominence early in his career as a member of the management training program of the Controllers Division of the Campbell Soup Company
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July 5, 2017
Linedata Optima elevates process optimization by providing oversight, transparency and operational risk management capabilities within the back-office operations.
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June 28, 2017
Women Investment Professionals (WIP), a leading not-for-profit organization for professional women in the institutional investment management industry, today welcomed Christina Cryer as its new president and Susan Small as its new vice president.
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June 24, 2017
One of only nine Michigan-based firms to make the list
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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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June 5, 2017
Linedata Mfact clients can now easily integrate best-of-breed Electra Reconciliation
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June 2, 2017
William C. Lickle has been endorsed by Marquis Who's Who as a leader in the finance sector
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May 24, 2017
IDBNY has chosen Linedata Capitalstream as a cost-effective platform to increase organizational efficiency and institutional portfolio transparency throughout the bank.
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May 19, 2017
Mr. Rankin serves as CFO and COO of Risk Premium Investment Management in New York
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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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