Technology
26 July 2011

Diary: Citi Private Bank and the Fancy Mayfair Revamp

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Technology
27 June 2011

CRMs Move To Tablet Market With iPad Apps

As more financial services companies adopt tablet computers for their mobile workforces, CRM system...

Technology
26 May 2011

Smartphone Apps Bring Mobility To CRM Systems

As competition increases and wealth managers look for any edge possible, CRM system mobile apps can...

Technology
10 May 2011

New Generation Of Tech Offers Better Investment Management, Reporting Solutions For FOs

Family offices are among the most difficult financial services organizations within which to manage...

Technology
1 March 2011

UHNW Using Mobile Tech As Key Wealth Building Tools

The ultra wealthy are increasingly embracing improving mobile technologies as key wealth building...

Technology
12 May 2010

Bravura Continues Acquisitions In Battle For Market Share, Sees More Consolidation

Bravura Solutions, the wealth management software firm which is buying a UK fund technology firm,...

Technology
5 May 2010

SunGard Sees Spike In Technology Demand From Wealth Managers

While many vendors selling into the wealth management space experienced hard times in the economic...

Technology
17 March 2010

Millions To Be Saved: Make Manual Back-Office Processes History

Technology
7 October 2009

Technology Priorities For Independent Asset Managers

Technology
30 September 2009

Building Efficiency On Solid Data Foundations