Managers of Wealth Americas

Unlocking your full potential and magnifying exposure to qualified investors, while staying on top of the industry

The latest version of GIPS brings a number of new requirements and recommendations.

The bold will stay ahead of the curve in asset & wealth management

Financial advisor practices across all wealth management channels and business models need to scale family office-like services to their clients across all wealth spectrums.

Paloma Partners Engages SS&C for Fund Administration and Middle- and Back-Office Services

Integrated solution optimizes Paloma Partners' operations

Just In Time Technology: The Client's Critical Role In Software Development

When we are presented with a requirement, we start gathering facts quickly.

Principal and Wells Fargo Make Technology Integration Progress

“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee Shaaf at Principal.

SS&C GlobeOp Forward Redemption Indicator: October notifications 3.76%

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Tolerisk Announces Integration with SS&C’s Black Diamond Wealth Platform

Risk tolerance provider offers real-time analytics and allocation recommendations

Investors Bank Selects ODX Platform to Begin Digitizing Small Business Lending

"By leveraging the innovative and proven ODX platform, we can rapidly expand our digital capabilities and streamline our small business loan origination process."

ProfitStars to Bring Mobile Remote Deposit to More Businesses Through the ICBA

ICBA member banks can expand business banking channel and deposit acquisition through modern, engaging and secure mobile solution

Trustly opens two new tech hubs in Vitória, Brazil and Lisbon, Portugal

The Lisbon hub currently employs 4 tech teams, with the ambition to double that number by the end of 2020.

Bank of America’s Future Is Digital, and It’s Now

The bank continues to make strides on adding internet and mobile users. There’s still a ways to go.

Mobile users drive deposit growth at Bank of America

The bank confirmed it had 28.7 million active mobile banking users, up 10% from the same period last year.

Efma and Accenture Announce Winners of Customer Insight & Growth Banking Innovation Awards

The winners were selected by a panel of judges comprising senior retail bankers from around the world and by Efma members and non-members from retail institutions who voted online.

CME Group to Offer Real-Time Market Data via Google Cloud Platform

This innovative collaboration with Google Cloud will not only make it easier for our clients to access the data they need from anywhere with an internet connection, but will also make it easier than ever to integrate our market data into new cloud-based t

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