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Asset Management - Portfolio Management
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The iPad is continuing to gain steam among finance professionals, but financial institutions that are winning the mobile game are following certain rules.Be the first to comment
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Merrill Edge has launched an app called Face Retirement.
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BofA aims to mirror how users and consumers share information outside the financial industry.
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In retail asset management, user experience is trumping otherwise more rational decision-making criteria, paving the way for commoditization of the investment style, and in the new age of the user experience, the winning or losing of clients will depend on experience style.
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While Thomson Reuters and BlackRock have been working together for over 20 years, this is the first time they have brought a joint product to market.
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Buy side executives responding to a SimCorp poll feel that their portfolio accounting systems may not support the launch of new products or major asset classes.
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Schwab’s announcement came after Germany's top court rejected calls to block the permanent eurozone bailout fund.
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Goldman Sachs has given up trying to sell research from independent analysts to its institutional clients, after spending millions of dollars on distribution only to find that big money managers had little interest.
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Creating apps for retail investors generally has been the top mobile priority for Wall Street firms. But as the technology continues to advance, retail apps are proving valuable for professional traders as well. Here are 10 top apps that are storming the Street.
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Investment manager clients of Eagle will get access to portfolio data and analytics via web, mobile devices and Microsoft Office applications.
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System to provide a managed, multi-asset workflow solution for over 100 markets worldwide.
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Chaikin Power Tools is a stock market app developed by the computer pioneer who once built the first real-time analytics workstation for stock traders and portfolio managers.
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The standards are designed to minimize risk and reduce costs for participants.
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While many RIAs still struggle with manual, outdated or disparate systems, firms such as AZA Capital Management are transitioning to integrated suite-based portfolio management solutions to improve productivity, reduce costs and enable growth.
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Consider the following top five recommendations from Celent, Cornerstone Revolutions and AZA Capital Management experts for smoothly transitioning to a modern portfolio management platform.
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To boost the productivity of its most skilled financial advisers, Merrill Lynch partnered with Charles River to customize a browser-based portfolio trading platform. By Ivy Schmerken
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The rise of data aggregators pulling information from various cloud-based sources, fueling front-end analytics, will make Big Data more usable for investment managers, contends StatPro North America's Andrew Peddar.
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The Municipal Securities Rulemaking Board establishes a long-term plan to enhance its Electronic Municipal Market Access and provide investors with additional transparency into municipal securities pricing.
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For the world-at-large, the whole point of Twitter is spontaneity. Not for Wall Street.
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More than 56 percent of buy-side repondents said they are not confident in their accounting systems, while recognizing that positiions should be centralized a single accounting system, according to a SimCorp poll.
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Tradar teamed with Nedelma, a data aggegation and mobile reporting company, to provide asset values and detailed portfolio views on-the-go.
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Advent Software’s departing CEO Stephanie DiMarco explains why she’s stepping down and reflects on 30 years in the industry, in an exclusive Q&A with Wall Street &Technology.
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By adopting platforms that tightly integrate portfolio management, CRM, trading and other core investment processes, RIAs such as SEIA gain enterprise-class functionality that gives them more time to serve clients and fuel growth.
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After revolutionizing the investment management industry nearly 30 years ago, Advent Software's founder Stephanie DiMarco will step down in late June, when current president Peter Hess succeeds her as CEO.
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Investment manager chooses SimCorp Dimension to replace legacy investment accounting, performance and client reporting systems.
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