11/04/2016
Broadridge Expands its Wealth Management Capabilities Through Acquisition
Enhanced ability to help broker-dealers and wealth management firms with advisor support and transition to DOL Fiduciary Standards
FinTech
11/03/2016
BNY Mellon's Albridge, an Affiliate of Pershing, Develops Integrated Technology Solutions to Help Clients Adapt to an Unprecedented Rate of Industry Change
Our upcoming solutions will help clients meet these challenges and capitalize on emerging opportunities in this new environment.
11/03/2016
SS&C Evare Integrates with Schwab PortfolioCenter
In the process of collecting client data, many advisors have seen operating costs and exposure to operational risk increase.
11/03/2016
Cross River Bank gets $28M from technology venture capitalists
The bank has been building partnerships with online consumer lenders since 2010, and the loans now represent more than half of Cross River's $340.7 million total book.
11/03/2016
SS&C Evare Integrates with Schwab PortfolioCenter
As a new vendor in Schwab OpenView MarketSquare™, SS&C Evare helps Advisors grow AUM and improve investment decision making with holistic, accurate data
11/03/2016
Financial firms to use blockchain technology in trade processes
Ms. Masters, whose firm builds processing tools for financial services firms, said her clients are operating in such a low-margin environment that they cannot afford to keep running their inefficient
11/02/2016
SS&C revamps Tamale RMS user interface
A secure browser experience and help front office professionals connect with their research anytime, anywhere
11/01/2016
Robo-adviser Wealthfront's founder to return as CEO
Rachleff founded Wealthfront in 2011 with Dan Carroll, and previously led the company before hiring Nash to take the reins.
11/01/2016
J.P. Morgan Withheld Payment From Tech Client, Lawsuit Alleges
Plaintiffs, including some Good Technology employees, have accused J.P. Morgan and the company’s venture capital backers of mismanagement
11/01/2016
Wealth Technology News
The robots are coming!
11/01/2016
SS&C launches web-based app for Tamale RMS
Tamale is our single tool that organizes and maintains the critical information that drives our investment decisions.
10/28/2016
Global ATM Market Is Progressively Growing in Developing Regions and with Addition of Smart ATMS, Solar ATMS Enhancing the Market Size, 2022
Now days every financial institution is using this system to attract their customers & to serve them even outside the banking hall.
10/27/2016
Wise Media Group announce new information portal “fintech-news”
Unveiled during FinTech Europe 2016 in London, the new window into the FinTech world is filled with news, research and much more
10/26/2016
Bank of America launches AI chatbot Erica — here's what it does
Consumers are now accustomed to the types of seamless mobile experiences provided by apps like Uber and Airbnb and want better banking experiences
10/25/2016
Invesco Receives Highest Ranking for Digital Presence Among Industry Peers
The research included an evaluation of 75 websites and more than 40 social media presences.
10/25/2016
Bank of America’s newest tech: Siri-like service for mobile customers
The feature, called Erica, will allow its customers to perform transactions 24 hours a day, seven days a week using their voice
10/25/2016
Google, Microsoft, Samsung digital wallets integrate with online banking services
Google announced that Android Pay would support both Visa Checkout and Mastercard Masterpass.
10/24/2016
How fintech aims to make DOL fiduciary rule manageable
Wealth of tools popping up to help with compliance, but will require proper adviser due diligence
10/24/2016
Global Financial Services Firm Selects NexJ for Wealth Management Americas Division
These developments are helping advisors to focus on client service and communication while breaking down vertical silos to support channel integration.
10/24/2016
SS&C Technologies acquires leading CRM solution firm
Clients include registered investment advisers (RIAs), broker-dealers, family offices, institutional wealth managers, and trust companies.