Managers of Wealth Americas

SS&C GlobeOp named Best Private Equity Fund Administrator

Private Equity Wire’s readers’ votes determine the winners of each category.

Multi-Family Office Chooses d1g1t as its Enterprise Wealth Management Platform

The d1g1t platform provides Forthlane with a comprehensive enterprise wealth management platform to manage all aspects of their business

SS&C Health Launches Cardio Wellness Network

Kroger Health joins pharmacy network to improve adherence, member engagement and reduce total cost of care

Stability's important, but Canada needs to take more chances with fintech

Comment: Canada’s financial strength — stability — is also its weakness as a launching pad for disruptive tech

Broadridge Survey Reveals How High-Growth Financial Advisors Gain Clients and Increase AUM

Annual marketing spend among respondents largely corresponded with client AUM

Broadridge Adds Cryptocurrency and Exchange Traded Derivatives Capabilities

"We look forward to bringing real benefits to a new set of market participants as well as new capabilities to our existing client base."

SS&C's Black Diamond® Wealth Platform and RightCapital Announce Partnership

The integration allows advisors to seamlessly use both systems to generate comprehensive financial plans for clients via a user-friendly interface

Discover and JAGGAER Launch B2B Payments Solution

The Discover Global Network will support payments on JAGGAER ONE Platform’s vast network

Asset Management Firm Claret joins Croesus

Founded in 1996 in the heart of Montréal, Claret now has close to forty employees in Montréal and Toronto.

New Broadridge Portal Automates and Transforms the MBS Trade Assignment Process

Throughout the capital markets industry, the current process of handling MBS Trade Assignments from originators is largely manual

Charles River and Tradeweb Expand Multi-Asset Trading Collaboration

Enhancing this longstanding collaboration will allow clients to benefit from enriched pre-trade inventory

Mastercard and Rabobank Join to Bring Financial Inclusion Tools to 1 Million Farmers

Through the platform, small-scale farmers connect with potential buyers, access mobile payment tools, and build a digital transaction record that can be used to access formal credit from a financial institution.

Broadridge's Global Asset Servicing Solution Now Live on Amazon Web Services

They can also respond more effectively to regulatory reporting requirements and client service needs, by adding increased oversight and business control.

SS&C GlobeOp Forward Redemption Indicator at 3.67 per cent for September

"This stability indicates investors have maintained their allocations even in the face of large fluctuations in equity markets, significant changes to the yield curve, and unsettled trade issues."

Broadridge Announces Data Control Solution Suite

Broadridge's scalable Data Control Solution suite is deployed in the Cloud to offer clients an elastic platform that grows with them and helps them onboard new business requirements quickly and efficiently.

London just overtook New York for fintech investment, research shows

New York firms snagged 101 fintech deals while San Francisco saw 80.

HEDIS 2020 data management – solving the supplemental data puzzle

Supplemental data sources present opportunities to improve performance rates, but the rules around usage of supplemental data can be a bit of a challenge.

Wells Fargo to Pilot Internal Settlement Service Using Distributed Ledger Technology

Wells Fargo Digital Cash will drive operational efficiencies, including longer operating windows and real-time processing

SS&C Reports Record AUM for Asset Managers in Q2 2019 Drive Higher Operating Margins

Global equity and fixed income markets were all positive during the second quarter.

New York headquartered Shariah-compliant digital investment advisor invests in FinTech startup

“Technology is redefining financial services, bringing new and innovative financial prospects to the largely underserved and marginalized populace.