Managers of Wealth Americas

Russell Investments and Integral launch comprehensive execution service for institutional investors

Novel end-to-end foreign exchange (FX) trading solution leverages Integral’s InvestorFX™ technology

FolioDynamix Selects Morningstar Portfolio Tools for Its Wealth Management Technology Platform

Addition of Morningstar's portfolio analysis and comparison tools further enhances the robust investment proposal generation capabilities of the FolioDynamix platform

Bank uses phone app to replace ATM cards

To make the cardless-cash transactions possible on existing ATMs, the Wintrust machines are being outfitted with software from FIS

Growing Adoption for IEX's Latest Protective Innovation

Our approach is straightforward: build solutions which address specific market structure inefficiencies and imbalances

Ultimus Fund Solutions Chosen by Family Office Galapagos Partners to Provide Fund Administration Services for New Mutual Fund

Firm launches fund through Ultimus Managers Trust to gain operational efficiency, scalability

Fiserv wealth platform integrates with HedgeAct portal

Fiserv, Inc. a leading global provider of financial services technology solutions, announced today it has partnered with HedgeACT, based in Chicago, to deliver access to an array of hedge funds to asset managers and investors within their managed account

US Introduces Secure, Automated System To Address Tax Avoidance, Detect Hidden Bank Accounts

The U.S. Internal Revenue Service (IRS), on Monday, introduced a new system that will allow financial institutions and tax authorities in other countries to securely send reports on financial accounts held by U.S. citizens to the IRS under the Foreign Acc

BMO Launches iPad App with Integrated Access to Banking and Self-Directed Investing

Mr. Rainusso noted the benefits of providing comprehensive tablet apps given the number of people who now own tablets.

Eze Software Group Launches Turnkey Technology and Service Offering for Small Hedge Funds

Eze JumpStart helps simplify investment operations, reduce operational risk, and minimize cost

Gulf lender GIB launches region's first online-only retail bank

Gulf International Bank has launched the Middle East's first online-only consumer banking business, seeking to diversify after almost collapsing during the global financial crisis and to tap into a young, tech-savvy population.

FinFolio’s Portfolio Management Software Adds Report Distribution Feature

FinFolio’s Portfolio Management Software has enhanced client performance report distribution by adding an email distribution option.

WealthCloud, LLC Shortlisted for the Family Wealth Report Awards 2015

These awards will recognize the very best operators in the private client industry

Canada launches electronic funds transfer initiative against tax evasion

The new reporting requirements are the same as those for reports currently provided to the Financial Transactions and Reports Analysis Center of Canada

Eaton Vance Selects SimCorp Coric for Global Client Reporting and Communications

Automating the client reporting and communications process with SimCorp Coric will enable Eaton Vance to focus on client engagement and revenue growth.

Do Banks Really Need Video Tellers and Mini-Branches?

But with the availability of artificial intelligence and sophisticated risk algorithms that can run on mobile devices, some argue there’s little need for even stripped-down versions of the branch.

Cowen Announces Formation of Information and Technology Services Banking Group

Davies Beller and James Kissane Named Managing Directors

Oakbrook Solutions Shortlisted For The Family Wealth Report Awards 2015

Oakbrook Solutions, a leading systems, process, and delivery expert for the wealth management industry has been shortlisted for the 2015 Family Wealth Report Awards in the category of Management Consultancy.

Unique Investment Service Offers Technology + People

Personal Capital, the leader in digital wealth management, has crossed another milestone: one billion dollars in assets under management.

Contract win with large European Asset Manager for StatPro Revolution platform

The recurring element of this new contract represents a 55% conversion premium to the original contract.

DST Acquires Strategic Advisory Firm

Combination Brings a New Level of Business Intelligence to the Asset Management Industry

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