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Customer Centric, Enterprise Wealth Management System
White Papers The i-Wealthview Wealth Management solution from Fincentric is an integrated, enterprise wealth management solution that features full retail banking capabilities, e-Banking, and connectivity to brokerage and insurance back-office systems.
[October 6, 2006, 1:00]
Best Practices In Wealth Management
White Papers In today's volatile financial markets, wealth-management firms are faced with steep declines in trade order volumes and increasingly skeptical clients. Siebel Systems' solution for wealth management allows firms to differentiate themselves by...
[September 11, 2004, 3:00]
Sal Oppenheimjr & Cie. KgaA: Wealth Management
White Papers Oppenheim decided to narrow its portfolio of products to concentrate on private banking and asset management. Sal. Oppenheim jr. Cie. KgaA, based in Germany, is one of Europe's largest private banks. Facing rising IT costs, shrinking margins and...
[May 13, 2004, 1:03]
A New Era Of Wealth Management
White Papers As a result, Unisys has taken over the management of FSS, the joint banking system of the two banks. Sparbanken Finn and Sparbanken Gripen are amongst the oldest and most respected savings banks in Sweden.
[June 2, 2007, 1:00]
Avaya Mobility And Business Continuity Solutions Help RiskMetrics Group Deliver Personalized, Attentive Client Service Worldwide
White Papers RiskMetrics Group is a financial risk management firm that provides financial analytics and wealth management solutions to hundreds of financial institutions, corporations and central banks worldwide.
[April 28, 2007, 1:00]
BT Financial Group Streamlines Information Gathering And Saves A$540,000 Per Year
White Papers BT Financial Group manages the wealth management operations of Westpac Banking Corporation, one of Australia's Big Four banks. It provides investment, margin lending, superannuation, and retirement income products and manages more than A$64 billion...
[February 17, 2007, 0:00]
Service-Oriented Architecture For Leading Swiss IT Outsourcer To Financial Services Industry
White Papers Swiss market leader in back-office and IT services for private banking and wealth management was becoming a victim of its own success. Rapid growth and a booming market led to the need for a more robust, flexible, and efficient system landscape...
[July 1, 2008, 1:01]
BOK Financial Banks On Salesforce.com: Training And Professional Services Deliver Results
White Papers BOK Financial Corporation (BOKF) is a leader in commercial banking, consumer banking, mortgage banking, and wealth management. BOKF wanted a cohesive, on-demand CRM solution that would be easy to use and maintain, while providing the relationship...
[July 12, 2006, 0:00]
Salesforce Debuts Software For Financial Advisers
News The company's Wealth Management Edition was unveiled by chairman and chief executive Marc Benioff, accompanied by chief marketing officer George Hu, at a presentation at the Hotel Pierre in midtown Manhattan.
[February 28, 2007, 8:35]
LTG Capital LLC: Ensures Disaster Recovery With LiveVault
White Papers The company provides investment and wealth management advice to both corporate and individual clients. LTG Capital LLC is an investment advisory firm based just outside of Boston, Mass. When LTG Capital incorporated in 2003, the company wanted to...
[January 4, 2007, 18:51]
Registrar Registry Manager Lite
Downloads Registrar Registry Manager is a complete registry management solution with a wealth of powerful features. Registrar was developed as a safe and complete solution for power users and administrators for maintaining the registry on both the desktop as...
[January 2, 2008, 8:07]
Bendigo Bank Bolsters Growth Strategy With IBM Global Financing
White Papers With 25-30 new branches opening each year, Bendigo Bank views IT infrastructure as critical to supporting the bank in its efficient delivery of banking and wealth management services to customers nationally.
[September 6, 2007, 1:00]
Managing A Real-Time Hardware Interface With INtime And Windows XP Embedded
White Papers Microsoft Windows XP Embedded is a good platform to consider in designing a dedicated application from the point of view of features, footprint management, and the wealth of support and applications available.
[August 9, 2005, 6:00]
Create A Retirement Care Plan
White Papers When planning for retirement, most people focus on wealth management and insurance. Although planning for illness or death can make some people uncomfortable, one can guide the clients through the creation process of a retirement care plan that...
[April 22, 2008, 1:02]
InMoney: Multicurrency Account Management
Downloads A wealth of easy-to-use features includes transaction tracking, support for multiple accounts, currencies and exchange rates, extensive transaction categorization, filtering and reporting capabilities.
[March 3, 2003, 0:02]
Northern Trust: Enabling Innovative Collaboration And Superior High-Touch Service Via Secure, Personalized Northern Trust Passport Portals
White Papers The solution implemented was a customized reporting and transaction portals for wealth management and other high value services built on the BEA WebLogic Enterprise Platform with expert assistance from BEA Services.
[September 16, 2004, 0:00]
Writefit Software Suite
Downloads ChequeWealth - assists in personal wealth management by keeping all your account balances in one place. Writefit Software Suite is a group of programs to navigate the Internet, safeguard information, track investments, and manage time.
[August 26, 2005, 12:02]
Expert Application Analysis
White Papers Such systems bring a wealth of knowledge based on decades of professional troubleshooting experience to network support personnel at all levels, from the technician to the engineer, providing significant ROI by dramatically lowering the "find-to...
[October 13, 2005, 3:00]
At The Forefront Of Multi-Channel Banking
White Papers This was solved with a sophisticated package of Unisys Consulting and Wealth Management, or Personal Financial Management, Solutions contributing to The Woolwich's "Open Plan. The Woolwich is the first U.K.financial institution to provide...
[June 2, 2007, 1:00]
Investment Advisers Streamline Portfolio Updates With Integrated Solution
White Papers Securities and Exchange Commission (SEC), provides investment strategies to high-wealth individuals, trust and pension funds, and endowments. Windward Investment Management, an investment advisory firm registered with the U.S.
[April 22, 2004, 0:00]
