Capital Wealth Planning to Deploy Fiserv Platform Capital Wealth Planning, a registered investment advisor (RIA), will be deploying the Unified Wealth Platform from Fiserv for portfolio accounting and trading in order to supports its growth path. The firm, based in Naples, Fla., chose the Fiserv to help it “achieve greater productivity and efficiency in our… Read More >>
Misys and D+H Are Now ‘Finastra’
Misys and D+H, both owned by private equity firm Vista Equity Partners, have completed their previously announced merger and are now “a diversified global financial software provider,” to be named Finastra. Misys, a London-based provider of banking, trading and securities operations software, and D+H, a Canadian vendor offering lending, payments and financial solutions, announced in… Read More >>