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The key to remaining top-of-mind with affluent clients is competitive differentiation. Your Financial Advisors have to consistently demonstrate reliability and leadership, provide world-class service, and generate timely proposals of new ideas to earn your clients' confidence. More wealth management firms turn to Dow Jones as a trusted source of reliable news and information than any other brand – and rely on it to deliver that information when, where and how it's needed. Whether it's through innovative, customized content integration into critical client applications or through leading market data platforms, Dow Jones Solutions for Wealth Management provides the business development tools to help Financial Advisors initiate and strengthen relationships, gather more assets and deliver on your firm's promise. For more information, visit www.solutions.dowjones.com. |
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On April 25, 2008, Microsoft completed its acquisition of FAST Search & Transfer, opening a new chapter in the ongoing evolution of search.
Our best-in-class, high-end search solutions and expertise are now extended by Microsoft's enterprise search offerings, worldwide customer reach, extensive partner network, and innovation in business productivity solutions. Together, FAST and Microsoft will provide the most comprehensive enterprise search offering in the marketplace to meet the needs of all organizations. FAST and Microsoft share a vision for the value of enterprise search: we believe that search changes the way people interact with information and that search creates new ways for companies to
- drive revenues
- manage risk
- engage clients
Financial institutions across the globe have long counted on FAST to solve their most difficult business problems and unlock even tough-to-reach revenue and ROI with the FAST Enterprise Search Platform (FAST ESP). Working with Microsoft, we will continue this heritage of innovation. |
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For nearly a century IBM has been working with the world’s leading financial services institutions, building industry skills as well as making research and development investments specifically tuned to the needs of the global financial markets. IBM helps companies innovate to engage their clients more effectively, stand out in increasingly commoditized markets, achieve operational efficiencies, and develop new capabilities. For more information, please visit ibm.com/financialmarkets. |
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InvestEdge, Inc. is the leading provider of wealth management solutions for managing, monitoring, measuring and reporting on high net worth and ultra high net worth accounts. The company’s wealth management platform—InvestEdge ASP—was developed specifically for large banks, trust companies, brokerage firms and financial advisors who serve the complex needs of wealthy individuals.
Through a single interface, InvestEdge ASP provides consolidated access to the information and tools that advisors, investment officers, compliance professionals, and performance personnel need to achieve optimum productivity, profitability, and client satisfaction. Components of InvestEdge ASP include Portfolio Management, Performance Measurement, Client Reporting, Compliance Monitoring and Trade Automation. For more information please visit http://www.investedge.com/ |
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NorthStar is a leading provider of wealth management software that enables firms to dramatically improve productivity and drive profitability. Industry leaders use NorthStar to automate and streamline their wealth management workflows with NorthStar Desktop, NorthStar Client Acquisition Solution, NorthStar Client Reporting Solution, NorthStar Compliance Solution, and NorthStar Product Catalog Solution. For more information about NorthStar, its premier clients and award-winning software, visit www.northstar.com. |
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SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of December 31, 2007, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $426 billion in mutual fund and pooled assets and manages $197 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations from more than 20 offices in over a dozen countries. For more information, visit www.seic.com. |
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Siperian offers the most complete, integrated software platform for master data management (MDM) to create and present real-time unified views of customers, products, suppliers and employees to business users from distributed data sources for higher profitability, reduced operational costs and improved compliance. Our award-winning solution, Siperian MDM Hub™, is the most adaptive and integrated software platform to deliver significantly lower total cost of ownership, faster time-to-value and superior return on investment. Siperian solutions for financial services, health & life sciences, high tech, communications and media, and manufacturing industries improve customer relationship management, sales and marketing, regulatory compliance and order-to-cash processes. For more information, visit us on the Web at http://www.siperian.com or call 1-866-SIPERIAN (1-866-747-3742). |
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Sophisticated Investors. Complex portfolios. Evolving regulations. Greater competition. How are you keeping pace with the changing face of wealth? SunGard’s WealthStation is designed to give wealth managers the tools they need to help acquire, service and grow client relationships. Integrating client management, financial planning, investment management, asset allocation, trading, rebalancing, and reporting into a single platform, WealthStation provides a flexible architecture to help customers provide super service while growing client assets. |
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