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Corporate Actions Survey Shows Increasing Move to Automation

The move towards corporate action automation is gaining momentum as firms come to accept that this is a key area and substantial gains can be made, according to a survey conducted in April and May by...
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M&I Picks XCB For CA Processing

Marshall & Ilsley (M&I) Trust Company has signed a three-year licensing agreement for Xcitek’s CostBasis (XCB) software and will use it to process cost allocation factors and tax opinions on...
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O’Dwyer Takes On UK Corporate Actions For SmartStream

SmartStream Technologies has appointed Jeremy O'Dwyer to head its UK Corporate Actions team in London, a newly created position to leverage SmartStream's recent acquisition of Effective Solutions and...
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First American Picks XSP For Corporate Actions

California investment adviser First American Trust is to use Xcitek software to automate its corporate actions processing. The Xcitek Solutions Plus (XSP) ISO 15022-compliant global corporate actions...
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Fidelity Gets Into Action With Rebranding

Corporate actions service provider Fidelity Enterprise Data Systems has re-branded itself as Fidelity ActionsXchange. Linda Stewart, president of the company said that the move “marks our arrival at...

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