Managers of Wealth Americas

SS&C Releases First Round of 2017 Product Upgrades

The core suite of products is used by nearly 4000 locally deployed and outsourced customers.

Do A.I and Cryptocurrency work well together? By Marcie Terman Founding director: XBT Corp Sarl

This could be the worst way to start an important conversation about financial technology, but stick with me, it gets more interesting.

New wealth management technology platform launched

"The world of financial services along with technology is rapidly changing. We wanted to build an exclusive advisor platform to help our firms and their advisors realize opportunities, gain efficiencies and thrive in this new environment."

Envestnet Launches New Analytics Suite

The introduction of Envestnet Analytics kicks off the company's annual Advisor Summit, where data and analytics will be a central theme this week.

IRESS delivers next generation wealth technology platform to Echelon Wealth Partners

The complete IRESS wealth management solution incorporates integrations with Broadridge Dataphile through Fidelity Clearing.

JP Morgan Chase exits R3 blockchain consortium

In October, it was reported that JP Morgan was developing its own blockchain, called Quorum, on the Ethereum network.

MetLife to invest $1 billion in tech to reach cost-savings goals

MetLife first unveiled its cost-cutting plan last summer, saying it would save a gross $1 billion a year, partly through job cuts.

BNY Mellon's Pershing Expands Third-Party Model Providers

The expansion of third-party model provider offerings, which include a range of ETF and mutual fund portfolios

MASECO Private Wealth Selects InvestCloud

It was also the first financial services firm in the UK to be awarded B Corporation status, which recognizes companies pursuing social good.

WisdomTree and AdvisorEngine Strengthen Advisor Growth Program Through Key Technology Acquisition

In November 2016, WisdomTree made a $20 million minority equity investment in AdvisorEngine

iCapital Network Expands Online Platform to Serve Accredited Investors

iCapital also provides extensive due diligence and educational support for the affluent investor and financial advisor communities.

Kevin Diao of Meixin Global in Forbes 2017 30 Under 30 List

The list features 300 success stories across 10 different categories.

BMO Harris Bank Launches FinTech Partnership Program with 1871

Fintech companies from across the Chicagoland area are invited to apply before May 15 for one of the six placements.

National Bank takes minority stake in robo-advisor Nest Wealth

Canada's big banks have been ramping up their investments in technology in the face of competition from low-cost robo-advisers and other technology providers.

Asset Vantage Acquires Financial Navigator

The two companies have a combined customer base exceeding 300 families globally.

Bank of America Customers Have Sent $8 Billion in P2P Payments

Zelle itself reported that its network has already processed $55 billion in customer transactions from its 20 bank partners.

Pegasystems launches AI-powered bot

Pega Intelligent Virtual Assistant comes preconfigured to extend to Facebook Messenger, Alexa, and Google Home.

Harvest Exchange and Partner to Enable Content Sharing Across Financial Services

The partnership introduces Harvest content, which is provided directly by the world's most sophisticated and influential investment organizations, into the Symphony ecosystem.

SS&C Learning Institute Selected as Exclusive Provider of Certified Portfolio Manager (CPM(R)) Program

The goal of the program is to enhance and refresh portfolio managers' skills in asset valuation, portfolio construction, and risk management.

Majority of SMEs in the US and Europe Ready to Switch Banks for Offer of Real-Time Payments, says ACI Worldwide

Last year EBA Clearing selected ACI as one of the ‘frontrunner service providers’ for the pan-European EBA SEPA Instant Credit scheme.