Managers of Wealth Americas

CMIT Solutions-Boston has been acquired by PC Network Services

Headquartered in Allston, MA, CMIT Boston provides the highest quality IT management and consulting services to companies ranging from 5 to 400 employees.

Design Is The New Differentiator In Mobile Banking

As understanding of basic mobile banking applications increases and the differentiation between mobile banking apps becomes less defined, the importance of mobile design takes center stage. The key is to combine functionality with simplicity.

Vulture circles indebted tech companies

Tananbaum noted that the tech sector represented about 8 percent of all "CCC" rated bonds in 2014

French IT firm to buy US rival

North America becomes the largest region of the Group with this major acquisition

The Future is Now: American Express Wants to Read Your Face on Your Mobile

Facial recognition, Baldie says, will be more secure than usernames and passwords

No need to ‘throw money’ at cyber-solutions, says ex-Shin Bet boss

Scitum, which belongs to Carlos Slim’s Grupo Carso, is the latest customer for Cytegic, co-led by Carmi Gillon

US tax system drives digital game playing

Yet the arcane US corporate tax system should wear much of the blame for the game playing by digital multinationals

Wealthminder Releases Next Generation Practice Management Solution

Wealthminder, a provider of financial planning and investment advice software, today announced general availability of its next generation practice management and client communication tool for financial advisors

Improvements to Wealth Management Operations and Technology a Priority for Banks in Asia - RESEARCH

Banks need the right technology to underpin this new service model or work with a service provider who can manage the entire process

Orion and Jemstep form first big marriage of non-robo and robo software

Advisors can white label the front-end process and tie it to Orion’s portfolio accounting system

Raymond James eSignature Fails to Catch On

Campagnoli said he challenged advisors on their low usage of eSignature and discovered that advisors were reluctant to rock the boat.

Eagle Picks Up Three Technology Innovation Awards

Eagle Investment Systems LLC , a BNY Mellon company and leading provider of financial services, today announced that at the fifth annual FTF News Technology Innovation Awards the company won three honors

Addepar upgrades wealth management platform

Addepar, the investment management technology company for the modern investor, announced a major update to its platform to power the $120 trillion investment management industry

Companies Turn to Compliance Technology

The algorithm makes Google “much more efficient in spotting fraud

SunGard to explore possible $10bn sale and IPO

SunGard is one of the longest-held investments in private equity history.

SS&C Celebrates 10 Years Since Acquisition of FMC

Since the acquisition of these solutions in April 2005, SS&C has leveraged its comprehensive technology portfolio and expertise to automate the investment management lifecycle and spur the adoption of these solutions.

Fiserv deploys new products to prevent financial crime

Brookfield-based Fiserv Inc., a leading global financial services technology firm, has introduced four new solutions for its Financial Crime Risk Management platform

Practice Management Experts Join Envestnet

Envestnet's Advisor Suite software empowers financial advisors to better manage client outcomes and strengthen their practices.

Technology sparks jump in global bank accounts

The number of people worldwide who have some type of bank account jumped 22% between 2011 and 2014, indicating that new technologies, such as mobile phone "wallets" and digitized payments, have made it easier for people in developing countries t

Bank of America sees 2M mobile banking customer growth

Showing its own strength in a growing trend among banks, Bank of America’s first-quarter earnings showed that its mobile banking customer base is seeing strong growth.

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