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278 news stories found
Press Release
September 20, 2017
Interface will offer expanded asset class support to help clients meet requirements for automated post-trade processes and allows global users to better manage the post-trade process and focus on core competencies and business differentiation.
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Press Release
September 20, 2017
Award will be presented to Ms. Bailey at the Women Investment Professionals (WIP) Annual Trailblazer Dinner on October 26, 2017
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Press Release
September 19, 2017
Compliance Risk Concepts and Nextier Consulting Solutions team up to serve strategic and tactical needs of the investment management community.
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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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September 5, 2017
Sophie Fevrier will manage innovation initiatives and define and implement communication, marketing and digital activities across the firm.
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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 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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Press Release
July 31, 2017
Program for investment professionals to be presented August 1, 2017 at 4:30 p.m. EDT
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Press Release
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 21, 2017
The Financial Times has recognized RAA on its list of the Top 300 RIA firms for 2017.
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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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Press Release
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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Press Release
June 24, 2017
One of only nine Michigan-based firms to make the list
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Press Release
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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Press Release
June 5, 2017
Linedata Mfact clients can now easily integrate best-of-breed Electra Reconciliation
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Press Release
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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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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May 11, 2017
Trident Trust implements Linedata Mshare and Linedata Reporting in Europe as part of an enhanced client services strategy
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Press Release
May 10, 2017
We now offer rules-based strategies meant to provide stability, predictability and downside protection.
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