Managers of Wealth Americas

Boston Trust & Investment Management Company Signs Strategic Agreement with SS&C to Provide Outsourcing Services

We believe clients see the unique benefit available from a single vendor technology platform

SEI clients gain access to Broadridge Global Securities class actions

Broadridge’s solution includes case and settlement research, class action notifications and distribution, loss calculation, completion and submission of claims forms, collection of payments, and associated recordkeeping and reporting.

Bancolombia, First Data Team Up On eCommerce Solutions In Colombia

For First Data, a leader in the payment technology industry.

Wealth management firms must pursue automation strategies to meet digital demands - Syntel

Robo-advisors and other emerging technologies are shaping the future of wealth management interactions

Strategic Agreement between Bancolombia and First Data: the Arrival of New Commerce Solutions for Colombian Business Owners

First Data is proud to partner with one of the most important financial institutions in the region.

U.S. cyber security startup StackPath raises $150 mln, says CEO

The largest cyber deal tracked by CB Insights is mobile security firm AirWatch at $225 million, which was also that company's Series A funding.

Raymond James Plots A Robo-Free Digital Strategy

The wealth management firm stands out in the industry for its stance against automated advice, which it deems as being in competition with human advisers.

4 steps for marketing in the digital world

Clients are online, whether it is creating a Pinterest board for a new outfit.

Once Fearful Of Robos, Banks Now Court Digital Advice Startups

Setting up an advisory shop has long been a way for retail banks to boost fees, and Cambridge Savings also wanted to attract the growing number of young, well-heeled professionals in its suburban Boston market

JPMorgan Chase Urges Asset Managers To Adopt Blockchain

“Unlocking Economic Advantage with Blockchain,” states that the risks of blockchain technology are being disregarded in light of the radical shift it will bring to how the financial industry thinks about assets.“

Finding innovation in fee-based and digital trends

The advisory industry has been moving from commission-based sales to fee-based and fee-only advice, and the pace is accelerating.

BasisCode Compliance named WealthManagement.com 2016 Industry Awards finalist

The BasisCode Portal engages consultants, supervisors as well as non-supervisory staff in maintaining a culture of compliance.

FIS revamps Bank Leumi USA’s tech platform

In terms of legacy systems that have been replaced, Banking Technology understands these include Montran’s GPS for payments and Lombard Risk’s REG-Reporter for risk management.

Santander Doubles Fintech Investment Fund

This investment doubles the fund, which was set up in 2014 with $100 million to identify promising young fintech startups and provide them with financial support and other resources.

The 2016 Tech 50: Making Financial Services Faster, Cheaper, Bigge

Bank of America Corp.'s Catherine Bessant is No. 1 on this year's Tech 50 ranking.

BMO “first” for account opening with smartphones

The bank says this “first-of-its-kind account opening capability” allows customers to search, select and open a new account with BMO “in minutes”

International financial services group selects OLYMPIC Banking System

With operations in multiple locations, and a proven and demanding growth strategy, the group is looking to equip itself with the best processing capabilities so as to ensure best-in-class provision of services to its client base.

O3b supports Digicel launch of LTE service in Samoa

O3bTrunk services also provide the basis of a resilient, high performance system that is ideal for use in disaster recovery

FIS Leads Technology Transformation with Bank Leumi USA

The FIS team understood the specific needs of our bank and worked collaboratively with us to make sure those needs were met.

Client Reporting Specialist Vermilion Voted #1 in Waters Rankings

The last six months have borne some important product enhancements for Vermilion

FinTech