07/01/2014
Confluence selected to meet increasing need for regulatory reporting automation, including AIFMD, Form PF and Form CPO-PQR
06/30/2014
Consumers on board: how to copilot the multichannel journey, featuring the results of a global survey of 30,000 consumers in 34 countries and in-depth interviews with business executives.
06/30/2014
Credo has made several enhancements to its platform used by Financial Intermediaries, including wealth managers, family offices, financial advisory firms and trust companies. The enhancements include portfolio modelling functionality and improved research
06/26/2014
Anova's new functionality, referred to as an Investment Book of Record (IBOR), addresses the need for buy-side firms to consolidate real-time positions.