Managers of Wealth Americas

Giant Oak Recognized in the 2020 RegTech 100 as a Global Leader in Compliance

Current screening and vetting processes do not address the needs of today’s regulatory environment.

Two years after Chase acquisition, WePay retains its autonomy

Aberman characterized the consequences of the acquisition as an expansion of WePay’s mandate rather than a “co-opting” of the technology.

Tech firms team up for new wealth platform

The platform, used by more than 75 financial institutions in Europe and Asia, will be integrated with Pascal’s best-in-class user experience and client-engagement and management modules.

Widen Launches New Design Services for Digital Asset Management Customers

With outside help from Widen design services, the aesthetics of your site’s key brand touch points can still be prioritized.

UBS veteran set to bridge traditional finance and tokenised securities

Especially the digitalisation of financial and real assets such as debt, equity and real estate, which represent a USD600 billion opportunity, according to The Money Project.

Local tech company expands business to help clients be more accessible to their customers

According to the ADA, over 20% of Americans live with at least one disability.

Foreside Financial to buy U.S. Bancorp fund distribution business

Foreside president Dave Whitaker said: “Foreside is excited for the potential this acquisition provides to broaden our wide range of compliance and regulatory service offerings to clients based all over the US.

BNY Mellon joins Marco Polo Network

By engaging with Marco Polo, BNY Mellon is positioning itself to explore trade financing powered by blockchain

Cybersecurity issues for alternative investment funds

The good news is that there are steps you can take to minimize the risk to your firm.

What Does the Future of Financial Advice Look Like?

New tools, technologies and products are changing the landscape for both clients and advisors.

Wealthspire Advisors launches Wealthspire Pathways digital wealth management solution

Wealthspire Advisors, an independent investment adviser, has launched Wealthspire Pathways, a digital wealth management solution that combines the firm’s traditional focus on financial planning and client service with an automated technology platfor

EQ Bank migrates core system to the cloud as it gears up for open banking in Canada

“Our recent move to the cloud means we’re not only ready for the future of banking in Canada, we’re driving it.”

iCapital Network Announces Partnership with PIMCO to Enhance Advisor Access to Alternatives

Meets high-net-worth demand for income-generating alternative investments

Fidelity to launch Bitcoin Exchange in New York

Fidelity Digital Assets Service has just been granted permission to operate its platform for the sale, purchase and custody of cryptocurrencies

Silicon Valley firm helps keep track of $1.7 trillion of assets

Addepar says assets linked to its technology are growing at an average of $10 billion a week

Broadridge Expands Asset Management Technology Suite With Acquisition

"This acquisition aligns to Broadridge's strategy of providing a true cross-asset platform to enable asset management clients to have a single view into their entire book of business."

ACI Worldwide to Deliver Universal Payments Technology Via Microsoft Azure

Global collaboration benefits banks and other organizations embracing the cloud—reducing TCO, increasing scalability and improving speed to market

Allianz Life Partners With SS&C’s Black Diamond Wealth Platform

Real-Time Allianz Life Annuity Information Now Appears in the Portfolio Management System

The impact of low automation, value drivers & risk factors on digital transformation investment

A recent study commissioned by SS&C, a survey of more than 90 senior technology and data management executives, revealed that only 18% of respondents reported full end-to-end automation at their organizations.

ADAM releases Code of Conduct for digital asset markets

New member firms join leading market participants to advance and align on standards of conduct

FinTech