Managers of Wealth Americas

AdvisorTouch Announces the Integration of their Workflow System into Wealthbox CRM

Formerly Fox Financial Planning Network

Moonfare wins 'Wealth Management Innovation Award'

“Moonfare has developed a true “breakthrough” in this area, digitalizing the process so that users can invest within minutes while also complying with regulations.

SS&C GlobeOp Hedge Fund Performance Index

This strong result is particularly noteworthy amid the recent surge in market volatility

American digital bank NorthOne rakes in $21m to grow client base

With this funding, NorthOne will be able to continue to develop solutions that simplify the most painful part of managing a small business, its finances.

SS&C Advent Women Recognized At Women In Technology And Data Awards

At SS&C Advent, we value the contribution and leadership that women have brought to our company.

Nasdaq Acquires Institutional Investment Fintech Firm Solovis

Solovis will pair with eVestment to deliver investment data, portfolio analytics and monitoring across public and private markets

InvestCloud Launches App Alignment Feature

Called InvestCloud White, the tech provider is unveiling a true wealth management platform to align the features its developed over the past decade.

IRS FAQs ‘Perfect Storm’ of Confusion for Crypto Users, Banks

Even professionals must stay on their toes to make sure they know the IRS’s latest stance.

Triad Securities signs up to BestEx Research algo trading platform

Shortly after its official launch, BestEx Research has confirmed Triad Securities will adopt its algorithmic trading platform.

Morgan Stanley Looks To Add To Asset Management Unit, CFO Says

The deal for E-Trade had analysts speculating whether Morgan Stanley could engage in the kinds of large-scale takeovers that could reshape the landscape of the U.S. financial industry.

Geneva Wins At The Alt Credit Us Awards For Best Portfolio Management System

SS&C Advent extends a huge thank you to the judges for the recognition of best portfolio management system.

Mirador Awarded Best Reporting Solution By Private Asset Management

Firm receives its second consecutive PAM Award

SEI to Provide Cyber Secure Select from Aon to Private Wealth Clients

This protection will be provided as a service to SEI’s ultra-high-net-worth clients and their families.

Rabobank Partners with Brilliance Financial Technology to Optimize Digital Pricing Strategy

Brilliance's DealPoint, the solution that automates and streamlines dynamic pricing, is now integrated across Rabobank's wholesale bank ecosystem

Innocap Retains SS&C for Data Aggregation and Shadow Services

The $7.2 Billion Managed Account platform will leverage SS&C GlobeOp for its Investment Book of Record (IBOR) and net asset value (NAV) reconciliation

Deloitte recognized as a global leader in Cybersecurity Consulting by ALM

As we navigate this era of complexity, cyber brings opportunities for growth and transformation.

Tamale Event Generates Ideas From Clients, Plus Expert Insights On Due Diligence

Because many firms use Tamale to track research on funds and managers, organize their due diligence process

Kronos and Ultimate Software to Combine Creating $22 Billion Software Business

The transaction is expected to close at the end of March 2020, resulting in a combined company which will have revenues of approximately $3 billion, more than 12,000 employees worldwide and an enterprise value of $22 billion.

RIA Launches AI-Driven Wealth Mgmt Platform

AI-Powered Comprehensive Wealth Management Platform Is Designed to Streamline the Planning Process, Offer Elite Services to Full Client-Base and Close Prospects at a Higher Rate

Wealth Management Industry Leader, Launches New AI-Driven Advisor

Our industry needed a user-friendly wealth management tool that allows us to cover more ground quickly and gives us an edge as premium service providers, which is what FP Alpha provides.

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