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WealthStation 3.0, InfoStreet, SecurID 1100
SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.
NYSE Euronext to partner with Progress
The exchange is attempting to provide its customers with complex event processing capabilities.
A single standard tops Your Silver Bullet’s goals
Your Silver Bullet is creating a single standard on which members can base future software projects.
Web regarded as most influential tech innovation
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 faced many changes
Wirehouse brokers have had to respond to many changes in the industry in the past decade.
A turbulent decade for fund industry started off well
The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.
Custodians morphed into multiservice companies
The custody business has evolved over the last decade.
Eyeing assets, custodians aim to help advisers grow
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.
Adviser software expected to speak the same language
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 mobil, Resolver One, Market-Q
E*Trade is wrapping up testing of its mobile platform, E*Trade Mobile Pro, for use on BlackBerry smart phones.
Pershing offers document managementc
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.
Investing in technology during downturns
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.
Environmental investing could be in the ‘early stages’ of a bubble
Ethanol, wind farms and other green technology might prove more beneficial to the environment than to investors.
Laserfiche8, Cheshire, and archival docs
Laserfiche, an electronic-document-management system firm, announced this the latest version of its software.
Transamerica Financial Advisers rolls out paperless system
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 recruits exec
BlackRock Inc. has hired Craig Phillips to head its financial markets advisory group, a unit of BlackRock Solutions.
Laserfiche, EZ Data and EMSI
The document-management unit of Compulink Management Center has announced the release of Laserfiche 8.
RBC continues to struggle with new tech platform
RBC is struggling to get the bugs out of its new technology platform.
SEC chief to unveil data-reporting plan
Securities and Exchange Commission Chairman Christopher Cox this week will likely lay out a plan for U.S. companies…
Boulevard R offers actionable financial plans
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.
