Fintech

Displaying 4794 results
ALTERNATIVES MAY 22, 2008
BlackRock recruits exec

BlackRock Inc. has hired Craig Phillips to head its financial markets advisory group, a unit of BlackRock Solutions.

By Bloomberg
FINTECH MAY 16, 2008
Laserfiche, EZ Data and EMSI

The document-management unit of Compulink Management Center has announced the release of Laserfiche 8.

By Bloomberg
FINTECH MAY 12, 2008
RBC continues to struggle with new tech platform

RBC is struggling to get the bugs out of its new technology platform.

By Bloomberg
FINTECH MAY 12, 2008
SEC chief to unveil data-reporting plan

By Bloomberg
FINTECH MAY 12, 2008
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.

By Bloomberg
FINTECH MAY 09, 2008
Fidelity platform on schedule; Eagle upgrades

A portfolio modeling and rebalancing tool is being built into an upcoming Fidelity WealthCentral Platform.

By Bloomberg
FINTECH MAY 05, 2008
Implement software carefully

A hypothetical adviser I'll call Jim French was excited to implement new financial planning software his firm had introduced.

By Bloomberg
LPL offers new custody service
FINTECH MAY 05, 2008
LPL offers new custody service

The largest IDB will allow RIAs to hold fee-based assets with outside custodians; it's also rolling out its own custody platform for RIAs later this year.

By Brooke Southall
FINTECH MAY 05, 2008
Firms rush to go 'paperless,' saving money, time, trees

Most everyone in the financial industry wants to move from paper to electronic documents, but firms that have rolled out systems to do so — and the broker-dealers providing technical assistance — agree that it will take one to three years to recoup the investment of capital in hardware, in software, and in the time needed to train staff and integrate the new systems into firms' work flow.

By Bloomberg
FINTECH MAY 05, 2008
Backing up is dull to do for advisers

Backing up computer files is a vital but tedious way to protect a financial practice.

By Bloomberg
FINTECH MAY 02, 2008
E*Assist compliance automation calculator

Brokerage firms can use the tool to determine the extent to which manual tasks can be automated.

By Bloomberg
FINTECH APR 21, 2008
XLR8 takes CRM online

Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").

By Bloomberg
FINTECH APR 21, 2008
Resolver solves spreadsheet quagmire

What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?

By Bloomberg
FINTECH APR 14, 2008
Firms bolster efforts to combat identity theft

As identity theft continues to wreak havoc on the American public, including those in the financial services industry, firms are rushing to patch up holes in their online defenses with the newest software and processes.

By Bloomberg
FINTECH APR 07, 2008
Latest version of eMoney 360 adds five modules

The software vendor eMoney Advisor Inc. added five new modules to the latest version of eMoney 360, its suite of online financial planning tools.

By Bloomberg
FINTECH APR 04, 2008
Financial sites give clients access to data

The Motley Fool and Mint.com have announced a partnership in which they will link to each other’s websites.

By Bloomberg
FINTECH MAR 31, 2008
Post-retirement tools still seen as weak

While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.

By Bloomberg
FINTECH MAR 31, 2008
Website redesigns for advisers

Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.

By Bloomberg
FINTECH MAR 28, 2008
Wolters Kluwer, FundQuest & DTCC

A new search service is available for comparative and cross-archive regulatory research.

By Bloomberg
FINTECH MAR 25, 2008
Version 8.1 of Portfolio Director available

Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.

By Bloomberg