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170 news stories found
Press Release
May 15, 2018
No longer one size fits all, enhanced overlay portfolio management engine now available as a module
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Press Release
March 16, 2018
New Board Chair Todd Pickup, Vice Chair Navin Narang among recent appointments
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Press Release
March 8, 2018
With the introduction of Release 6.0, Kanbanize has evolved to provide its clients with absolute company-wide workflow transparency
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Press Release
February 16, 2018
Enhances front-office user experience, Enables Bitcoin trading, Supports outsourcing solutions for the middle office
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Press Release
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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Press Release
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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Press Release
October 14, 2017
Brian Auerbach focuses his practice on U.S. and international intellectual property litigation
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Press Release
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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Press Release
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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Press Release
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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Press Release
July 20, 2017
Henley qualifies for Million Dollar Roundtable (MDRT)
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Press Release
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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Press Release
June 22, 2017
Based from the Calamos Wealth Management corporate headquarters in Naperville, Illinois
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Press Release
June 12, 2017
Ms. Esnault-Pelterie has been named an Executive of the Year in Banking by Worldwide Branding
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Press Release
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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Press Release
May 4, 2017
Conference to feature numerous leaders and experts addressing key issues related to sustainable, responsible and impact investing
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Press Release
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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Press Release
January 7, 2017
The law firm of Warner Norcross & Judd LLP today announced that five attorneys have been named partners.
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Press Release
December 9, 2016
Designed to meet the changing needs of the hedge fund and institutional investment communities, the new features provide clients with total control of their portfolios and transactions, from order entry right through to settlement and custody.
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