Managers of Wealth Americas

After Quovo deal, Plaid opens its doors to wealthtech firms

The API connects customer data streams and financial institutions to fintech developers such as Venmo, Acorns, Betterment and Robinhood.

Waddell & Reed Expands Its SS&C Relationship

Waddell & Reed outsources transfer agency and compliance services mandate

How High-Net Worth Individuals And Family Offices Can Block Cyberattacks

The report, by Schillings and Campden Wealth, found that over a third (38%) of participants did not have a cybersecurity plan in place, despite 98% of families citing reputation as important to their family’s success.

JP Morgan partners with StatPro

This offering will provide J.P. Morgan clients access to StatPro’s award-winning Portfolio Analytics platform, StatPro Revolution, alongside J.P. Morgan’s market-leading Fixed Income Benchmark Indices.

Citi CEO: In an Age of Fintech Disruption, Don't Sleep on the Bank Branch

Corbat wants Citi to start catching up.

SS&C GlobeOp Forward Redemption Indicator: June notifications 3.81%

Unlike subscriptions, redemption notifications are typically received 30-90 days in advance of the redemption date.

Fill Onboarding ‘Potholes’ to Transform Customer Journeys by Dermot McCauley

These moments of customer interaction and engagement are crucial, and yet it’s in these moments that potholes often lurk.

Cyberattacks are 300 times as likely to hit financial firms than other companies. A sweeping new report finds they’re not prepared.

Most financial institutions are ill-equipped to respond to cyber threats against their systems, a comprehensive report on the state of wealth management recently highlighted.

The Age of AI and Wall Street

Broadridge's 2019 Artificial Intelligence (AI) Outlook Survey reveals majority of financial services firms see value in AI for data mining, but legacy technology is a continuing impediment

Berkshire Bank to offer real-time payments with Finastra

Berkshire Bank is upgrading its payments solution to be among the first community banks in the Northeast to provide real-time payments

What is Your Family Office Doing to Protect Itself From Security Threats?

Single-family offices—as the name suggests— support one family and generally grow out of a family business while multi-family offices will manage the affairs of various families.

Oranj Named Finalist in Multiple Categories of WealthManagement.com 2019 Industry Awards

The wealth management platform recognized for its new investor portal and model marketplace

Broadridge launches SFTR change management service

SFTR is part of the European Union’s implementation of the global effort to regulate shadow banking

Volante Technologies launches SEPA instant payments

Managed service approaches are an ideal fit for instant payments,” noted David Bannister, Senior Analyst, Aite Group.

The 5 Keys To U.K. Digital Bank Monzo's Success In The U.S.

If you're anywhere near my age, you might think the answer to the question "What's a Monzo?" is "a Chevrolet from the mid-1970s." Wrong. That was a Monza.

Pershing Deepens Technology Consulting Capabilities

Pershing's advisory assets reached $665 billion at the end of the first quarter of 2019, marking eight percent year-over-year growth.

The Age of AI and Wall Street - Survey

Twenty-nine percent of companies have moved into the “Industrial Age” with pilots and one-fifth (20%) are in the modern “Information Age” with AI in full production.

American Bank Systems, IMM collaborate to streamline digital lending

It will also offer customers remote signing capabilities.

Banks and tech stocks drag market to a modest loss

Investors are worried that the dispute will drag on much longer than previously expected

Digital technology will strengthen America’s biggest retail banks

Perhaps only Germany’s market, with its hundreds of municipal and co-operative banks, is similarly fragmented.

FinTech