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  • Asset Management - Portfolio Management

      • Chaikin Analytics Launches iPad Workstation For Institutional Asset Managers and Advisors
        By Melanie Rodier | January 17, 2013
        The iPad is continuing to gain steam among finance professionals, but financial institutions that are winning the mobile game are following certain rules.
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      • Proven: Technology That Stuns Users Into Boosting Retirement Funds
        By Melanie Rodier | December 20, 2012
        Merrill Edge has launched an app called Face Retirement.
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      • BofA Ramps Up Mobile, Social Media User Experience
        By Melanie Rodier | December 18, 2012
        BofA aims to mirror how users and consumers share information outside the financial industry.
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      • Renewed Focus on Customer Experience: Fund Administrators Use Interaction to Create Differentiation
        By Mark Evans, Confluence | October 11, 2012
        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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      • Thomson Reuters and BlackRock Launch New Fixed Income Derived Analytics
        By Melanie Rodier | October 08, 2012
        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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      • Outdated Portfolio Accounting Systems Stifle Growth — Poll
        By Ivy Schmerken | October 03, 2012
        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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      • As Markets Finally Celebrate the Euro, Charles Schwab Launches New Global Investing Platform
        By Melanie Rodier | September 12, 2012
        Schwab’s announcement came after Germany's top court rejected calls to block the permanent eurozone bailout fund.
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      • Goldman Sachs Independent Research Arm Dies
        By Lauren Tara LaCapra, Reuters | August 17, 2012
        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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      • The Top 10 Mobile Apps on Wall StreetSlideshow Article
        By Melanie Rodier | August 08, 2012
        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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      • Eagle Investment Systems Strikes Alliance with Microstrategy
        By Ivy Schmerken | July 25, 2012
        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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      • Newedge Picks Fidessa for OMS and Global Multi-Asset Trading Platform
        By Greg MacSweeney | July 24, 2012
        System to provide a managed, multi-asset workflow solution for over 100 markets worldwide.
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      • Quantitative Analytics for iPhone Levels the Playing Field For Investors
        By Melanie Rodier | July 20, 2012
        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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      • Goldman Sachs, Merrill Lynch Execs Work on Standards For Delivery of Portfolio Models
        By Melanie Rodier | June 06, 2012
        The standards are designed to minimize risk and reduce costs for participants.
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      • A Modern Trend: Suite-Based Portfolio Management Systems Are The Latest Must-Have for RIAs
        By Anne Rawland Gabriel | June 01, 2012
        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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      • 5 Technology Adoption Tips for Portfolio Management Platforms
        By Anne Rawland Gabriel | June 01, 2012
        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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      • Merrill Lynch Empowers Its Financial Advisers With Cutting-Edge Technology
        By Ivy Schmerken | May 18, 2012
        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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      • Turning Big Data into a Dashboard for Investment Managers
        By Andrew Peddar, StatPro Americas | April 19, 2012
        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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      • MSRB Works to Further Transparency In Municipal Market
        By Kerry Massaro Bowbliss | April 12, 2012
        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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      • Social Media Is Wall Street's Number One Enemy
        By Melanie Rodier | March 23, 2012
        For the world-at-large, the whole point of Twitter is spontaneity. Not for Wall Street.
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      • Buy Side Admits to Weaknesses in Current Accounting Systems
        By Ivy Schmerken | March 09, 2012
        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 Releases iPad App for Portfolio Reporting
        By Ivy Schmerken | March 01, 2012
        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's Stephanie DiMarco Will Leave a Strong Legacy
        By Ivy Schmerken | January 24, 2012
        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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      • How a Cloud-Based, Integrated Portfolio Management Platform Can Level the Playing Field for RIAs
        By Anne Rawland Gabriel | January 20, 2012
        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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      • Advent Software's CEO DiMarco To Depart In June, Names Successor
        By Ivy Schmerken | January 06, 2012
        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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      • Eagle Asset Management Selects SimCorp for Investment Accounting and Reporting
        By Greg MacSweeney | January 04, 2012
        Investment manager chooses SimCorp Dimension to replace legacy investment accounting, performance and client reporting systems.
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