Managers of Wealth Americas

Bank Leumi to bring mobile-only Pepper to the US

Israel's Bank Leumi is talking to potential partners about bringing Pepper, its standalone mobile unit, to the US.

SS&C Completes Acquisition of Intralinks

Intralinks brings to SS&C over 800 employees globally and more than 4,000 clients including banks, alternative and blue chip corporate clients.

Broadridge Asset Management Solutions Enhances Next-Generation Visual Analytics with Tableau Partnership

Clients will have seamless integration between the Broadridge Investment Management Data Warehouse and Tableau to provide self-service access to individualized analytics, customizable digital reports and interactive dashboards.

Wealth management platforms evolve, attract millions in funding

The d1g1t platform syncs a financial plan to the investment mandate and the mandate to the portfolio and risk profile, so an advisor can keep track of the entire relationship and make adjustments as needed

HSBC Bank Invests in Blockchain Startup Axoni

The bank’s backing raises the total of Axoni Series B funding to $36 million.

Maestrano Says Platform Goes Live For "Major" US Banking Customer

The launch of the platform followed a year of work alongside the bank developing new digital services

Digital Reasoning Brings AI To Wealth Management

Financial firms get feedback from disparate sources — email, chat, call center and web forms.

Abacus Group acquires Hedgepoint Solutions

Founded in 2001, Hedgepoint Solutions has provided a wide array of technology services to businesses across various industries and sectors

Fincross International Launches as Next-Generation Investment Bank Bridging Gap Between Crypto and Fiat

Regulated company merging investment banking and fintech to create an ecosystem of digital financial products and services on the blockchain

Black Diamond Integrates With Box

Box integration with SS&C Black Diamond enables advisors to access files easily and securely from customizable, cloud-based, all-in-one platform

Fujitsu sets up new AI business in Vancouver

The new Fujitsu business is set to benefit from the strong support and cooperation of the British Columbia government, and the Canadian government.

Crypto Asset Management Market Worth $207 Million by 2023 - Exclusive Report by MarketsandMarkets™

The cloud deployment type is expected to show a higher growth rate during the forecast period

Second-Largest US Bank Wins Patent for Crypto Storage System

Such a product is certain to find a gracious market in quick order, and that they have a patent on the idea means they might for an extended period be the only game in town — if they commercialize it.

Private Wealth Systems Launches Industry-First Digital Ecosystem for Family Offices

New digital destination created to meet growing demand by ultra-high net worth individuals and family offices for streamlined operational oversight and intelligent control over all aspects of their sophisticated wealth

seriesOne Joins Forces with Bithumb, a Leading Global Crypto Exchange

Companies have entered into a joint venture to launch a Security Token Exchange in the US

A Side-by-Side Look at Talent and Rewards in Financial Services and Technology

This 75-page report is a deep-dive into practices observed in both industries, with commentary on key areas of alignment and misalignment—a must read for any firm that is re-evaluating their employee value proposition and total reward strategy to al

SigFig ships digital wealth platform

SigFig’s CoPilot platform is a full stack solution that intelligently automates front, mid- and back office administrative tasks, allowing advisors to focus on fostering relationships with their clients

REBEL secures new investment from XP Asset Management

This financing will allow REBEL to further invest in its proprietary technology platform and product development, as well as to grow its customer base and loan book.

Blackstone Makes Investment in iCapital

Partners with iCapital in building definitive technology solution for alternative investments

Goldman Sachs bought the app Clarity Money. Now it's putting it to work

The change, made possible by the acquisition, lets customers access accounts with much higher interest

FinTech