Managers of Wealth Americas

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.

BNY Mellon and Bloomberg to Deliver Front-To-Back Integration Capabilities

The new connectivity streamlines data delivery between the two firms and enables clients to access BNY Mellon's data and analytical workflow tools directly through Bloomberg AIM, delivering unique capabilities and insights to investors, technology le

Rockefeller Capital Management to Acquire Silicon Valley Multi-Family Office

The acquisition represents the expansion of the Rockefeller Global Family Office into Northern California.

Objectway Recognized by Celent as a Key Player for Client Reporting Solutions Delivering a Better Client Experience

Objectway offers different forms of client reporting: traditional PDFs, Apps, secure messaging, or remote collaboration via secure auditable video reporting.

How Prime Brokerage Will Affect Crypto Markets

Prime brokerage firms are coming for crypto in what’s likely to be a race of winner-takes-almost-all.

SS&C to buy Globacom's Investrack wealthtech business

The transaction is subject to customary closing conditions and is expected to close in September 2019.

Mastercard and R3 Partner to Develop New Blockchain-Powered Cross-Border Payments Solution

Blockchain-enabled model to further support banks to deliver a single frictionless real-time payments proposition Mastercard will act as the network operator to process, clear and settle international payments

Realized secures funding to expand wealth management capabilities

Using 1031 “like-kind” exchanges and other tax-deferment mechanisms, Realized helps investors co-invest in diversified commercial property portfolios that are designed to offer potential income without landlord responsibilities.

Goldman Sachs selects QuantHouse

SIGMA X MTF is a multilateral trading facility operated by Goldman Sachs

SS&C Soars to Top-10 on Fortune Magazine’s 100 Fastest-Growing Companies list

Fortune ranks companies based on average annual revenue growth, total stock return and average increase in earnings per share over a three-year period.

Axxcess Wealth Selects HiddenLevers

Axxcess has implemented components of HiddenLevers Asset Manager Platform via API within its own advisor-facing tech stack, with access given to RIAs and Broker Dealers working on the Axxcess Platform.

Envestnet updates wealth management platform

Molly Weiss, head of product for Envestnet Wealth, said the firm has focused on building a more intuitive workflow for advisors

PT Bahana TCW Investment Management Automates Investment Operations with SS&C PORTIA

Indonesian-based investment manager goes live on SS&C PORTIA®

Exiger Wins Central Banking Award for Best Anti-Money Laundering Technology Provider

Honored for Furthering Central Banking Mission and Combating Financial Crime

Broadridge Strengthens Advisor Compensation Capabilities

The acquisition of Financial Database Services is the latest example of Broadridge expanding our wealth capabilities and growing our client base," said Michael Alexander, head of North American Wealth and Capital Markets Solutions for Broadridge.

AI-led hedge funds struggle for performance

While AI-focused hedge funds have lagged their peers over the last two years, they show strong outperformance on an annualized five-year basis.

Axxcess Platform announces the rollout of a platform allocation tool

HiddenLevers was the missing piece we needed to complete the Axxcess Platform

Capital One, Goldman Sachs Jump on Wealthtech Bandwagon

Capital One had taken a 10% stake in the robo-adviser last year before taking full control on undisclosed terms.