Mutual funds
After Citi Buy, SunGard Launches Mutual Funds Transfer Agency Utility
Move comes as more banks exit the business.
Confluence Tackles Prospectus Automation with Latest Unity Addition
New solution targets open-ended mutual funds.
DTCC Releases Scorecard Report Enhancement to Mutual Fund Profile Service
Upgrade will encourage maintenance of accurate and reliable fund data.
YCharts Adds Fund Screener Tool
The screener will allow investment advisors to navigate and select frommore than 40,000 funds
Broadridge Buys Trade Processing Platform from M&T
Vendor will take over Wilmington Trust Retirement and Institutional Services unit
Enhancements Made to DTCC Payment aXis Mutual Funds Service
Additonal fees for mutual funds and intermediaries now automated
Money.net Adds ETF, Mutual Funds Data, Bows Mobile Apps
New York-based low-cost market data display vendor Money.net has added new content to its datasets and has rolled out native mobile apps to accompany its data desktop and web-based terminals, and is planning significant analytics enhancements for future…
New Constructs Revises Mutual Fund, ETF Rankings
New Constructs, a Nashville, Tenn.-based provider of independent research and stock recommendations based on analysis of footnotes in financial statements, has revamped the way it rates mutual funds and exchange-traded funds to deliver more value to…
YCharts Splits Charting Capabilities, Preps Expanded ETF, Mutual Fund Data
Chicago-based fundamental data analysis platform provider YCharts has released enhancements to its charting capabilities, and is planning to add further capabilities and content in the coming weeks and months to broaden its appeal to existing and new…
Infront Adds Morningstar Mutual Funds Data, Fund Search Tool
Norwegian data vendor Infront has added new mutual funds content to its data terminal to meet increasing demand from portfolio managers and financial advisors for coverage of the US and European funds markets.
Tech, Mutual Recognition Scheme Spearhead BBH's Asia Push
After 24 years in Hong Kong, Brown Brothers Harriman (BBH) is gearing up for a potentially game-changing development related to Mainland China. Bill Rosensweig, BBH's director of investor services who formerly headed up its Infomediary platform, says the…
Broadridge, Schwab Team on Mutual Fund Analytics Portal
Charles Schwab has launched a new portal—dubbed Schwab Asset Intelligence, or SAI—that will provide mutual fund firms with fund asset and sales information. Schwab partnered with data management vendor Access Data, a Broadridge Financial Solutions…
Thomson Reuters Buys Globe and Mail Mutual Fund Data Unit
Lipper clients will benefit from expanded Canadian mutual fund content as the vendor looks to boost coverage in its home market.
Broadridge Adds Mutual Funds Sales Tracking Suite
SalesVision Distribution Manager to facilitate greater sharing, monitoring of sales data.
Bonaire Unveils Mutual Fund Reconciliation Solution
In an effort to automate the mutual fund industry, Bonaire has created a solution to help with calculations and reconciliations to help manage funds' distributor contracts.
