Managers of Wealth Americas

AI and Blockchain: Disruptive Forces in Wealth Management

The major factors that influence the wealth management industry are information, analysis, decision-making, and infrastructure.

Axia Suite 2.1 released with new functional features

Axia Suite has now been enriched with new functionalities for risk management & compliance.

IBM strikes $700M deal with Santander to accelerate transformation

The investment will drive the company's business transformation

There Are Now Two U.S. Pension Funds Based On Crypto-Investments

It is their belief that most if not all assets will be tokenized in the future

First U.S. Pension Funds Take the Plunge on Crypto Investing

Many institutional investors, which crypto enthusiasts believe will be drawn to digital assets because of their volatility and potential out-sized gains

Morgan Stanley to Acquire Global provider of software-as-a-service

Morgan Stanley will acquire all of the issued and outstanding common shares of Solium for CAD 19.15 per share in cash

Kofax to Acquire Top Image Systems

Acquisition to Strengthen and Enhance Digital Capture and SaaS-based Capabilities for Kofax’s Intelligent Automation Platform

Top 5 Trends to Consider When Enhancing Your RPA Implementation

Yet research shows that only 3% of organizations are scaling RPA to a level of 50 or more software robots.

Investors who believe finance is going digital now have a way to put money on the trend

ARK Investment Management is launching an exchange traded fund to give investors exposure to financial technology.

Ultimate Software Announces Agreement to be Acquired

Ultimate Software Stockholders to Receive $331.50 Per Share in Cash; Ultimate to Continue Driving HCM Innovations Under Private Ownership

Draft Law Hopes to Fight Illicit Use of Cryptocurrency, but Will It Have an Impact?

By "virtual currencies," the law means cryptocurrencies.

J.D. Power Recognizes Citi with Mobile App Certification

J.D. Power’s Mobile App Certification Program recognizes brands that deliver an exceptional mobile app experience

Broadridge Expands Asset Management Solutions with Acquisition

PivotData and Sol Hedge’s proprietary data transformation, normalization and load (ETL) processes and in-house compliance experience will provide clients with a reliable, cost-effective and timely regulatory reporting solution.

Brinker Capital Selects Silver Wealth Technologies' Portfolio Data Solution

"Our partnership with Silver Wealth Technologies enables us to provide advisors with a more complete view of their books of business to better serve their clients," said Brendan McConnell, Chief Operating Officer at Brinker Capital.

Midas Hospitality Appoints SS&C as Administrator for Opportunity Zone Fund

Partnership marks the launch of SS&C's new fund administration offering for Opportunity Zone Funds

Knotch Raises $20 Million in Series B Funding to Power Continued Innovation and International Expansion

New investment round, led by NEA, brings Knotch's total funding to $34 Million.

Back office, or out front? Bankers differ on where to use AI

A recent technology-related survey of 97 bank executives by American Banker found that only 5% have extensively deployed AI-powered virtual assistants.

Central Bank of Brazil launches virtual assistant service

The initiative is aligned with the Central Bank's policy of using technological innovations to provide better services to the society.

Broadridge Among FORTUNE Magazine’s 2019 ‘World’s Most Admired Companies’

Broadridge is a global Fintech leader providing technology, communications, and data and analytics solutions to financial firms in capital markets, wealth and asset management, and corporate issuers.

How technology affects wealth management business value BY Steve Leivent, SS&C

Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.

FinTech