IDB Bank Selects FolioDynamix Wealth Management Technology Platform
13 mai 2015 09h00 HE
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FolioDynamix
NEW YORK, May 13, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that IDB Bank has selected the FolioDynamix wealth...
FolioDynamix Releases Version 7.3 of Its Unified Wealth Management Technology Platform
01 avr. 2015 09h00 HE
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FolioDynamix
NEW YORK, April 1, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of web-based wealth management technology and advisory services for managing the full portfolio management lifecycle, today...
FolioDynamix Helps Wealth Management Firms Streamline End-of-Year Tax Management Across Client Portfolios
13 nov. 2014 09h00 HE
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FolioDynamix
NEW YORK, Nov. 13, 2014 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that its platform delivers the foundation wealth...
Innotas Announces Partnership With cPrime to Deliver Scaled Agile Framework Professional Services for Its Agile Portfolio Management Solution
08 sept. 2014 11h56 HE
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Innotas
SAN FRANCISCO, CA--(Marketwired - Sep 8, 2014) - Innotas, a leading provider of Cloud Solutions for Portfolio Management, today announced a partnership with cPrime that for the first time provides...
CFA Society Toronto and Hillsdale Investment Management Call for Research on Canadian Markets for Fifth Annual Research Award
19 juin 2014 13h33 HE
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CFA Society of Toronto
TORONTO, June 19, 2014 (GLOBE NEWSWIRE) -- CFA Society Toronto and Hillsdale Investment Management invite submissions for the fifth annual CFA Society Toronto & Hillsdale Canadian Investment...
Innotas Receives "Best Place to Work" Award From the San Francisco Business Times for Third Year Running
18 avr. 2014 12h51 HE
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Innotas
SAN FRANCISCO, CA--(Marketwired - Apr 18, 2014) - Innotas, a leading provider of Cloud Portfolio Management solutions, was named one of the "Best Places to Work" in the Bay area for the third...
Journal of Portfolio Management Announces Top Research Honorees
31 janv. 2014 01h00 HE
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The Journal of Portfolio Management
NEW YORK, NY--(Marketwired - Jan 31, 2014) - The Journal of Portfolio Management announces the winners of the 15th Annual Bernstein Fabozzi/Jacobs Levy Awards for articles contributing to the...
Institutional Investor Journals: What Are the Practical Applications of The Devil in HML's Details?
14 nov. 2013 02h00 HE
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Institutional Investor Journals
NEW YORK, NY--(Marketwired - Nov 14, 2013) - Practical Applications has released a new report on The Devil in HML's Details, by Clifford Asness and Andrea Franzzini. This report is based on an...
Institutional Investor Journals: Winner Chosen for Peter L. Bernstein Award
16 oct. 2013 06h00 HE
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Institutional Investor Journals
NEW YORK, NY--(Marketwired - Oct 16, 2013) - Will Kinlaw, Mark Kritzman and David Turkington have been selected as the winners of the 2013 Peter L. Bernstein Award for their article, Liquidity and...
Institutional Investor Journals Launches Practical Applications
15 oct. 2013 05h00 HE
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Practical Applications
NEW YORK, NY--(Marketwired - Oct 15, 2013) - Institutional Investor Journals has launched Practical Applications. This weekly, web-based service comprises concise reports that dissect the scholarly...