14 January 2015New York Reporter: Stephanie Palmer
OppenheimerFunds has mandated Milestone Group to launch its NAV Oversight solution to automate monitoring of net asset value (NAV) calculations for more than 230 funds...
12 January 2015Jersey City, NJ Reporter: Stephanie Palmer
Pershing has introduced its new template for portfolio reporting, with a new design offering a clear, comprehensive, effective, and intuitive system for wealth management and advisor clients...
19 December 2014Istanbul Reporter: Stephanie Palmer
Türkiye Finans Kat?l?m Bankas?, one of the largest banks in the Turkish financial sector has mandated Wolters Kluwer Financial Services to manage operational risk with its OneSumX GRD solution...
17 December 2014New York Reporter: Stephanie Palmer
The Spaulding Group has released a set of custodian guidelines for transparency in benchmark cost, partnering up with three custodian banks; BNY Mellon, State Street and Northern Trust...