Managers of Wealth Americas

Regions Bank teams up with Koxa to launch ‘Embedded ERP Finance’ solution

The new solution makes better use of real-time information to potentially help companies improve cash flow

Broadridge and Upvest to Deliver End-to-End Proxy Voting and Shareholder Disclosure Solutions

Broadridge will continue providing Upvest with a comprehensive portfolio of solutions for the full range of client proxy voting needs

Advyzon Partners With StoneX Group Inc.’s Global Clearing and Custody Services to Provide Comprehensive Wealth Management Platform

Partnership with a publicly traded global financial services network signals to the market that Advyzon can support any level of firm in any segment.

RISR, Wealthcare Capital Management partner to boost client service

The partnership with RISR enables Wealthcare to provide its more than 170 affiliated advisors with the capability to improve client engagement and optimise operations.

Ramp and Apex Unveil Innovative Digital Investing Solution to Help Maximize Cash Returns for Businesses

To start, customers will be able to invest in the Invesco Premier U.S. Government Money portfolio, a fund that invests in short-term, high-credit-quality money market instruments.

Prismatic Rebrands as Asseta and Announces AI Agents for Family Offices

The transition to Asseta represents more than a name change.

BMO Joins IBM Quantum Network to Accelerate Innovation of Financial Services

BMO gains access to IBM’s advanced quantum infrastructure, enabling the bank to develop and deploy quantum-powered solutions across its operations.

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

Our mission at OneVest has always been to Power the World's Wealth through innovative technology

MongoDB Collaborates with Lombard Odier to Modernize Core Banking Technology with Generative AI

Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients

Broadridge overlays Nifix Matching with Symphony messaging

This latest innovation empowers asset managers to communicate directly with brokers via Symphony’s secure messaging platform, enabling compliance, transparency and streamlined resolution of post-trade discrepancies.

iCapital® Unveils Enhanced Portfolio Construction Solutions to Simplify Alternative Investment Integration for Global Wealth Investors

Advancements to iCapital Architect support a streamlined portfolio-design process for financial advisors and their clients.

Broadridge Reports Second Quarter Fiscal 2025 Results

Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency

Transcend Expands Its Platform Offerings to Nomura, a Key Client

The relationship is now further expanding to include inventory management, sources and uses, and intraday liquidity monitoring capabilities.

Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’

This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.

Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row

Mega settlements on the rise as antitrust settlements maintain record pace

FinTech