Managers of Wealth Americas

Northern Trust launches new investment performance reporting tool

The introduction of persona-based set up enables speed of implementation while delivering the most relevant information to each user.

Revere Bank and Virginia Commonwealth Bank Select SS&C for CECL Transition

Finding the right solution and the right partner for us was key

Salentica voted “Best Cloud-Based Application Provider”

The award follows closely on the release of Salentica Data Broker, a cloud-based integration platform that connects firms’ portfolio management, custodial and CRM systems in a seamless data loop.

‘It’s Fantastic Tech’ — Hedge Funds Will Go Bitcoin, Says Consultancy CEO

Steinbrugge was speaking within the context of the latest escalation in the trade war between the United States and China, something which commentators suggest helped propel Bitcoin over $12,000 on Tuesday.

Stratifyd receives $10 million in growth capital funding from CIBC

CIBC Innovation Banking is excited to work with the Stratifyd team,” said Amy Olah, Executive Director, CIBC Innovation Banking.

The Pulse of Fintech

The fintech market in most areas of the world remained relatively strong and well poised for growth.

Empowering advisors with integration using Salentica Data Broker

During this time, Meyer and his team had seen the tremendous advancements in reporting technology, particularly with new, data-rich, easy-to-use and visually appealing cloud-based systems.

Bank of America is ending its joint venture with First Data in 2020

This is an excerpt from a story delivered exclusively to Business Insider Intelligence Payments & Commerce subscribers.

Envestnet inks new strategic alliance

The new partnership coincides with the launch of MoneyGuideElite, an enhanced planning product for advisors seeking to offer more sophisticated planning services.

Broadridge reports fiscal fourth-quarter profit of $183.2 million

Guidance of 5-9% Diluted EPS Growth and 8-12% Adjusted EPS Growth in Fiscal Year 2020

'Tech capitalism at its finest': JPMorgan picks AI over humans to write ads

A Persado promotion that claimed "It's true—You can unlock cash from the equity in your home" with a quick "Click To Apply" button attracted 47 applications a week; humans' "Access cash from the equity in your home

Fidelity Bank to Implement Black Knight's Suite of Origination and Servicing Solutions

Fidelity Bank is committed to leveraging the optimal mix of technology and personal service

SS&C wins three categories in Waters Rankings 2019

These solutions also address the challenges of achieving good data governance, data management and integration for a seamless front-to-back experience.

Kraken Acquires Institutional-Grade Cryptocurrency Portfolio

Interchange is a leading crypto asset management solution

Wealth management platform provider to integrate with three financial planning applications

The move helps most those advisors on the platform already using two of the industry's most popular planning applications, and a third that is a key vendor popular with family offices.

Northern Trust to acquire digital investment advice platform

This powerful combination will bring innovative digital investment advice – built for advisors, by advisors – and greater choice to financial advisors

Morgan Stanley unveils new sustainable investing analytics

Morgan Stanley Impact Quotient uses technology to provide both transparency and the ability to customize portfolios for specific impact objectives

Morgan Stanley Expansion Capital Completes Sale

Expansion Capital also partnered with the company to grow its North American commercial go-to-market presence and augment its executive team and Board of Directors.

Fintechs at the gate: online brokers target affluent Brazilians

As Latin America’s largest economy continues to sputter, the digital investment startups are one of the few sectors hiring at breakneck pace.

Cyber Attack Trends: 2019 Mid-Year Report

One of the dominating ongoing trends in 2019 is targeted ransomware attacks.

FinTech