State Street Corporation announced today the launch of a new Collateral Tracking service that helps asset managers and owners accurately assess and manage counterparty risk. Clients can now receive up-to-date reporting on the location and status of all collateral movements regardless of where the assets are held. The Collateral Tracking service expands the traditional core […]
Fidelity Clearing Canada has inked a deal to provide comprehensive back-office support, including securities execution and clearing, for Euro Pacific Canada, a newly-established full service IIROC-registered brokerage based in Toronto. “Increasingly, broker-dealers are looking for the resources and scale of a global organization, such as Fidelity, along with the in-country expertise,” said William Henderson, CEO […]
PlanPlus and Arius Software have announced the completion of initial integration between their respective service offerings for advisors. The integration of PlanPlus’s investment and financial planning software and Arius’s account opening software allows advisors to generate investment proposals in PlanPlus, then, once the client has approved, move directly into execution through automated account opening in […]