Managers of Wealth Americas

Bank of America chases future gains from AI investments

This is a crucial and scalable foundation for enterprise AI that includes unified data across business and advanced analytics.

Palmetto Citizens Federal Credit Union adopts Tyfone's nFinia digital banking platform

Beyond the digital platform, Palmetto Citizens has implemented Tyfone's Skip-A-Pay loan deferral solution and Quick Pay feature.

Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management

Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients

Bank of America prioritizes bigger AI initiatives, as annual spending on new tech increased by 44% over the past decade

The executive that’s steering those investments is Hari Gopalkrishnan, a 14-year veteran who was promoted to serve as the chief technology and information officer in late July.

d1g1t Launches New Portfolio Management Enhancements, Expanded Client Management and Investor Tools Aimed at Elevating the Advisor-Client Experience

Platform processes millions of accounts instantly and executes bulk data loading, rebalancing, reporting and billing faster than ever freeing up time and optimizing workflows

General Bank of Canada adopts Thought Machine's Vault Core platform

The two companies say the cloud-native Vault Core platform will provide GBC with the infrastructure needed to "support its ambitious transformation strategy".

SS&C Technologies Unveils Innovative Solutions at Deliver 2025

Premier technology conference draws 1,200 leaders across financial and healthcare services

CredCore Secures Win in Banking Category at 2025 Money20/20 Awards

This recognition underscores CredCore's mission to modernize credit markets through AI‐native infrastructure software.

JPMorgan Tokenizes Private Equity Fund as Dimon Declares ‘Crypto is Real’

The transaction was completed on the bank’s private, permissioned blockchain network.

Why AI and Crypto Are Gaining Ground in Family Office Portfolios

While portfolio allocations in traditional assets, such as stocks and bonds, are not going anywhere soon, investments that were once looked upon with skepticism are now picking up steam among the world’s most sophisticated investors.

WisdomTree Appoints BNY for Banking-as-a-Service Infrastructure for Digital Assets

The collaboration positions WisdomTree as BNY’s first retail digital assets BaaS client

GBC taps Thought Machine to modernise core banking system

GBC will transition its core banking product development to Thought Machine’s cloud-based platform, Vault Core.

Tokenization Moving from Hype to Reality Across Financial Services, Broadridge Report Reveals

The whitepaper is based on the 2025 Broadridge Tokenization Survey

SEI Reports Third-Quarter 2025 Financial Results

We are making targeted investments in technology and talent, allocating capital to the highest-return opportunities

Truist debuts One View Connect pilot, enabling multi-platform ERP banking for wholesale clients

Developed in partnership with Koxa, Truist's latest embedded finance innovation delivers connected banking, intelligent automation and greater financial agility

Streetbeat raises $15m to scale AI for wealth managers

Its flagship product, StreetbeatPRO, allows wealth managers, financial institutions, and brokerages to automate key investment and advisory processes through off-the-shelf or customised AI agents.

Dynamic Partners with Aculis to Launch First-of-Its-Kind AI Enterprise Solution for Wealth Advisors

AI-Powered Process Agents Designed Uniquely for Advisory Firms’ Secure Ecosystems

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

Mexican fintech Plata sees valuation exceed $3bn

Plata, a startup based in Mexico and founded by three former Tinkoff executives has completed a $250m fund raise.

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

FinTech