Latest Results from /wealth
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Thomson Financial has launched a white labelled toolset for financial institutions to provide their customers with the online resources for making more informed investment and wealth management decisions.
10 April 2002
Janney Montgomery Scott, a regional full-service securities broker/dealer in the United States, is to provide its financial advisors with access to the Thomson Advisor wealth management workflow platform.
09 April 2002
Brown Brothers Harriman has launched BBH.com Online, an Internet-based account aggregation platform coupled with personalised wealth management advisory services.
08 April 2002
Deutsche Bank says its online investment centre, maxblue, has notched up 230,000 new account openings across Europe since its launch twelve months ago.
25 March 2002
Lloyds TSB has shelved plans to develop an online share dealing platform for Create, its under-performing wealth management arm.
26 February 2002
Metavante Corporation has launched a new Internet-based personal cash management (PCM) solution for the US mass affluent market.
28 January 2002
RBC Investments has signed a multi-year licensing agreement with x.eye for its global wealth management platform - x.eye.wealth.manager.
24 January 2002
Wealth management software supplier Fincentric has appointed Nick Mancini, president and CEO of Assante Canada, to its board of directors.
22 January 2002
Denver-based wealth management consultancy WealthTouch has selected an institutional financial data aggregation system from New York-based Electra Information Systems to deliver current bank transaction information to its customers.
21 January 2002
Canadian wealth management vendor Spectra Securities Software is revising upwards financial forecasts for the year ahead following a strong first quarter performance in fiscal 2002.
18 January 2002
Thomson Financial has launched a new component to its advisory wealth management platform, incorporating Monte Carlo probability analysis and life events planning capabilities.
E*Trade Group has teamed up with Ernst & Young to launch an online interactive financial planning tool for mass affluent households.
14 January 2002
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