Managers of Wealth Americas

The year of the client portal

Four tech firms launch new end-user platforms at annual T3 conference

Pershing Introduces Additional Capabilities Enabling Clients to Transform Big Data Into Big Insights

Advisors who anticipate their clients' needs and can proactively support them with relevant value-added solutions will be at a competitive advantage.

SS&C Redefines Reporting and Client Communications in the Black Diamond Wealth Platform

The new functionality announced today supports not only the advisor-client relationship, but also helps advisors improve productivity.

How to Avoid Chasing Squirrels With Technology

Although new technology can help a firm improve its operational efficiency, Lynch said it always leads to at least some buyer’s remorse.

Allocated Bullion Exchange Soft Launches Worldwide

ABX is a membership-based, institutional exchange, offering trading, storage and delivery services for physical precious metals in one electronic environment

SS&C Enhances Capabilities to Support Straight-Through- Margining Requirements

New service streamlines margining of non-cleared OTC derivatives

Tandem Bank Selects Agiliti from Fiserv as Its Technology Platform

Focussing on creating a ‘good bank’ that meets the needs and behaviours of its customers, it will introduce a range of breakthrough banking solutions

Deutsche Bank: Banks Must Partner with Fintech and Digital Currency Businesses or Risk Disappearing Altogether

Recently, Bank of America JPMorgan, UBS and Bank of England have also said that their respective banks are looking at ways to adapt blockchain technology for their own use.

AllianceBernstein tracking fixed-income execution with Interactive Data

“The path to improvement in any endeavor begins with measurement, and Interactive Data’s Best Execution service will help us to measure our trading execution quality across asset classes, counterparties, and venues.”

Why a Former Trust Company Launched a Digital-Only Bank

The rare move points to a growing belief among banks and fintech companies alike worldwide: Consumers are ready for digital-only, and in some cases mobile-first, banking.

RBC Wealth Management partners FutureAdvisor on digital advice pilot

The service will initially be targeted at clients who also want to use automated investment strategies and tools

Microsoft steps up AI push with Swiftkey deal

Exit delivers exceptional returns to investors in UK’s largest venture capital trust

Nikko Asset Management Selects SmartStream’s TLM OnDemand for Reconciliations

TLM OnDemand for reconciliations is the software-as-a-service version of SmartStream’s market-leading reconciliations technology.

Money Machines: Online Wealth Platforms Seek to Tap a Richer Vein

In the wake of the robo-advisers, newer fintech players target the high-net-worth market with specialized services.

Understanding the cyber threat cycle is key

It’s estimated that 90% of attacks can be prevented by keeping software up-to-date and continually monitoring database activity, especially privileged access.

The Coming Of Robo-Wealth Manager

This technological myopia will certainly hasten the demise of a solid percentage of the financial advisory community.

Bank of America's Unlimited Cybersecurity Budget Sums Up Spending Plans In A War Against Hackers

The U.S. federal government, big banks, and big businesses are spending big bucks in a war against hackers and cyber criminals.

How can technology help to make better investment risk decisions?

I wrote the blog because I believed that most of the available technology, allowing pension scheme trustees and sponsors to actively monitor their schemes' funding strategies was inadequate.

Banks join the blockchain gang

Banks seeking to re-energise their business models are investing in blockchain technology to improve returns on equity and face off a wave of potential disrupters, says Digital Asset chief executive Blythe Masters.

New Firm Helps Advisors Fight Off Robos

The people behind Totum Wealth say this sort of customization is especially attractive to so-called Millennials

FinTech