Managers of Wealth Americas

Baldwin Brothers Selects SS&C's Global Wealth Platform

The independent, US-based financial advisory firm with approximately $1 billion in assets under management will use the platform to support its growing business.

Crimeware-as-a-Service Threatens Ban

Why Evolving Malware Families Are Big Cause for Concern

Baldwin Brothers Selects SS&C's Global Wealth Platform

SS&C Technologies Holdings, Inc. a global provider of financial services software and software-enabled services, is pleased to announce that Baldwin Brothers Inc. has selected SS&C's wealth management platform.

Thomson Reuters Selects Canadian-Based PriceMetrix to Enhance Proposal Generation Service for Wealth Managers

Thomson Reuters, the world's leading source of intelligent information for businesses and professionals, today announced that PriceMetrix's proprietary database of fee and managed accounts history will be offered as part of Thomson Reuters Wealt

WealthCloud, LLC Closes a Seven-Figure Strategic Investment Targeted to Accelerate Growth

Regardless of age, wealth level, geography or need for advice, high net worth individuals are demanding digital capability from the wealth management industry and two-thirds would consider an alternative provider by leaving their current wealth management

iCapital Network Delivers Private Equity Peer Group Data from Burgiss to Wealth Management Firms and Family Offices to Enable Accurate Fund Comparisons

Only private wealth-focused online platform to offer private equity peer group data from Burgiss

NCR Corporation's Banking Solutions Attract New Customers

The company recently announced that two banks – one in North America and the other in the Middle East are using its banking solutions.

Citi Private Bank Selects Fi-Tek's Global Wealth Enterprise Solution

At the heart of the system is a robust securities processing and accounting engine, which is designed for enterprise wide productivity improvement and reduction of operational risks through automation of major functions.

Lebenthal Wealth Advisors Selects FolioDynamix for Turnkey Asset Management Platform

FolioDynamix will provide a comprehensive wealth management technology platform, unified managed account (UMA) and mutual fund wrap (MFW) programs, and full-service overlay management for Lebenthal Wealth Advisors nationwide.

Bloomberg BNA Announces Enhancements to BNA Fixed Assets™

New Version Increases Fixed Asset Management Efficiency, Supports Accounting for Tangible Property Repairs Regulations

eMoney Advisor to Release New Digital Wealth Management Experience, emX, on December 12

"We believe emX is more than just wealth management software—it's a better way of doing business."

Advent upgrades product suite

Advent Software, Inc., a leading provider of software and services to the global investment management industry, today announced the global availability of this year’s second major release across its product suite.

How Banks Are Allocating Their Tech Budgets for 2015

Optimism about business growth and a rising sense of alarm at security breaches are shaping U.S. banks' tech spending plans for 2015.

BMO Financial Group Wins American Financial Technology Award

“Easy and timely access to market data is going to be critical to the financial services industry’s ability to re-invent itself in the post-credit-crisis era,” said Stephane Dubois, Xignite CEO

SEI Reveals 2015 New Year's Resolutions for Advisors

With advisors optimistic heading into the New Year, SEI today released its annual list of New Year's resolutions for advisors focused on fostering growth for their firms in 2015.

Geoff Harries takes up SS&C Technologies role

Geoff Harries has become global head of asset servicing SS&C Technologies following the acquisition of DST Global Solutions.

How a performance reporting firm largely unknown to RIAs is taking on Addepar and Advent

WealthTouch, which manages $200 billion for 300 clients, got acquired by mass-market-oriented Archway in a bid for the RIA segment

IRESS appoints Michael Lynds as Head of Product and Business Solutions

His appointment is the 9th permanent appointment made by IRESS in the last 3 months as it continues to build out its Canadian presence.

SS&C Acquires DST Global Solutions

The acquisition further solidifies SS&C’s position as the leading global provider of investment management software and outsourcing services.

Junxure Expands Relationship and CRM Integration with Advent Software

Advent's Black Diamond(SM) wealth management platform now offers an integrated experience with Junxure Cloud, Junxure's cloud-based CRM/office management solution.

FinTech