Managers of Wealth Americas

USA Technologies Appoints New Director and New Chief Services Officer

Mr. Metzger brings to the Board over 25 years of senior leadership experience from the financial services sector

iCapital Network Acquires HedgeFocus® Business from Credit Suisse

With the transfer of assets, iCapital will be responsible for the ongoing administration and servicing of the investments for all existing investors

Olympic Banking System the most widely-installed private banking solution

Numerous clients have again recently expressed their satisfaction with and their commitment to our application by signing new contracts.

FolioDynamix Creates Solution to Help Firms Prepare for DOL Fiduciary Rule Change

Technology and advisory solutions paired with high-touch support to help firms manage the impact of the looming legislative changes

Acquisition creates industry’s 2nd largest alternatives fund administrator

This acquisition furthers SS&C’s mission of being a global leader in fund administration.

Advisor Software to Offer Robo-Advisor Within Salesforce Cloud

The 'white-label robo-advisor' will offer both client-facing and advisor-facing features with 'a lot of flexibility'

Salesforce modernizes wealth management offering

Financial Services Cloud is available for purchase today, empowering wealth managers to build deeper, 1-to-1 client relationships to be more productive and engage more holistically with clients anywhere and on any devic

Genesis Mining Launches Bitcoin Mining Fund For High Net Worth Clients

The Logos Fund will be a private fund dedicated to investing into a range of Bitcoin-related businesses

Fiserv Develops New RPM and RPA Portfolio Management and Trading Technology Solutions to Enhance Its Unified Wealth Platform

The new user interface provides advisors with access to advanced features and functions, including tax harvesting tools, new dashboards, single-click access to account details and timely trading.

SS&C Rolls out Major Geneva Technology Upgrade to Fund Administration Clients

The alternative investment market is constantly changing, requiring fund managers to use proven technology and services that ensure operations can scale and firms can grow as asset strategies become more complex.

Webster CEO Received $5.3 Million Pay Package In 2015

The Courant calculates compensation as the sum of salary, bonuses, value gained on the exercise of stock options and the vesting of stock awards, plus other forms of direct pay.

Wall Street banks are buzzing about blockchain

There is a 'game changer' technology on Wall Street and people keep confusing it with bitcoin

JPMorgan Quietly Tests 'Blockchain' With 2,200 Clients -- Update

The bank wants to see whether the blockchain technology, known as the "distributed ledger," can be repurposed for currency clearing and settlement to give clients faster turnaround times and reduce the bank's risk.

Broadridge wins "Best Risk Management Software Firm" award

Broadridge Investment Management Solutions supports more than 225 global hedge funds, asset managers, family offices, fund administrators and prime brokers.

Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm

Broadridge has a long history of providing solutions to help our clients grow and manage their business

R3 completes trial of five cloud-based blockchain technologies with 40 banks

The banks connected to R3-managed private distributed ledger technologies built by Chain, Eris Industries, Ethereum, IBM and Intel.

PKF O'Connor Davies Wins for Best Reporting Solution at 2016 Private Asset Management Awards

The Private Asset Management Awards annually honor those in the investment and wealth advisory industry

DST Forms Strategic Alliance with BusinessOptix

Relationship Aims to Expand Company’s Process Management Solution Capabilities

Ready For The Robotic Age? Industry Predicted To Hit $135 Billion By 2019

The market research firm’s recent tell-all on the present and future of robotics

Bitcoin and "The Big Short" by Gavin Smith, CEO First Global Credit

Can the blockchain avert the next financial meltdown?

FinTech