SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.
The exchange is attempting to provide its customers with complex event processing capabilities.
Your Silver Bullet is creating a single standard on which members can base future software projects.
Advisers and the vendors serving them agree the Internet — first as a communication tool and later as home to numerous hosted applications — is the single most important technology innovation affecting the industry in the last decade.
Wirehouse brokers have had to respond to many changes in the industry in the past decade.
The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.
The custody business has evolved over the last decade.
Competition is stiffening among firms that keep assets under custody — and that situation could lead to cheaper, faster and better business for independent registered investment advisers.
The grandest prediction being made about financial adviser technology is that in the next few years, much of the industry's software will speak the same language.
E*Trade is wrapping up testing of its mobile platform, E*Trade Mobile Pro, for use on BlackBerry smart phones.
Pershing LLC subsidiary iNautix LLC on Wednesday will introduce a next-generation document management solution geared toward introducing broker-dealers, investment professionals and independent registered investment advisers.
On a recent cross-country flight, I sat next to a gentleman employed by a large technology consulting firm that assists Fortune 100 companies in implementing multimillion-dollar systems.
Ethanol, wind farms and other green technology might prove more beneficial to the environment than to investors.
Laserfiche, an electronic-document-management system firm, announced this the latest version of its software.
Independent broker-dealer Transamerica Financial Advisers Inc. is rolling out a soup-to-nuts paperless document management and e-signature system called TFA Synergy, and some advisers who have used it report that it saves time dramatically.
BlackRock Inc. has hired Craig Phillips to head its financial markets advisory group, a unit of BlackRock Solutions.
The document-management unit of Compulink Management Center has announced the release of Laserfiche 8.
RBC is struggling to get the bugs out of its new technology platform.
BoulevardR.com, an interactive website that has been used primarily as a tool for retirement planning, is launching a three-step process that provides an actionable financial plan prepared by a financial planner for $49.
