Managers of Wealth Americas

A money manager with a pay-what’s-fair fee structure

Investors often gripe about the fees that financial advisers charge, especially since they’re stuck with the bill no matter how their portfolios perform.

New SimCorp Coric Upgrade Equips Client Services with Self-Service Client Reporting Tools

Latest version of SimCorp Coric shortens the process and cuts the cost of preparing pitchbooks and client meeting packs for wealth and asset managers.

Eze Software Group Named Best Buy-Side Technology Provider

The 8th annual Buy-Side Technology Awards recognize industry-leading technology solutions and service providers, evaluated by a panel of seven industry experts including five buy-side focused technology consultants and two Buy-Side Technology editors.

How Online Banking Evolved Into a Mainstream Financial Tool

It might be surprising to learn that online banking has actually been around since the early 1980s.

Charles River Wins “Best Buy-Side Compliance Product”

It is the latest in a series of industry awards for Charles River that includes: Wall Street Letter Institutional Trading Awards 2014, “Best OTC Derivatives Trading Platform;” WealthBriefingAsia Singapore Awards 2014,

SS&C Announces Executive Promotions to Strengthen Private Equity and EMEA Alternative Assets Teams

SS&C Technologies has announced key executive promotions to further extend its focus and capabilities in both its private equity software and fund administration services businesses.

New Interactive iPad App Helps Advisors Build Stronger Client Relationships

The app, which is the latest solution from Tamarac that advisors can use to further their engagement with clients, can be custom-branded for Registered Investment Advisors (RIAs) by Tamarac and placed in the Apple Store for those firms' employees and

How Financial Advisors Can Adjust To Robo-advisors

The growing popularity of online investment advice platforms, otherwise known in the industry as “robo-advisors," are keeping many a financial advisor on edge, wondering if they will slowly lose much of their business to an algorithm.

Digital transformation in corporate banking

The financial crisis pushed an envelope of change through the financial markets, as well as other industries, and provided a catalyst for radical reforms to regulation, technology, approaches to risk, internal operating models and internal client demands.

The Carlyle Group To Acquire Dealogic

Dealogic Management and Founders Will Partner in Transaction with Carlyle and Coinvestors Randall Winn and Euromoney

Advent Wins Best Technology Provider

Advent Software, Inc. a leading provider of software and services for the global investment management industry, today announced it has been recognized as "Best Technology Provider" at the Investment Week Fund Services Awards 2014.

Tagit Expands Into Malaysia, Indonesia & Canada

Tagit, Asia's leading mobile banking software solutions provider, today announced its expansion into three new markets to support its growing customer base.

'Mobile phone apps cutting into wealth management industry'

This technology is being used by hedge fund managers launching funds running on Algorithmic Cloning Technology, said Nakul Gupta, Chief Technology Officer at the Singapore-based Clone Algo group.

How financial advisers can compete with algorithms

Some, such as Ritholtz Wealth Management, are responding in kind.

ClearStructure offers ClearStart for emerging hedge fund managers

ClearStructure Financial Technology has launched ClearStart, a programme which provides emerging hedge fund managers ready access to commercial grade portfolio management software.

Tablet App Built for Asset Managers

The app is a tool for wealth and asset management organizations to produce research and reporting with speed and ease of use.

Robo-Advisor 2.0: A Brave New Financial Services Industry

In many respects, robo-advisor 1.0 is just a less expensive form of investment back-office than some of the turn-key asset management programs or model portfolios that many investment advisors rely on.

SS&C adds Explorer data visualisation and analysis tool to Portia platform

SS&C Technologies has released Explorer, a powerful data visualization and analysis tool that turns critical investment data into meaningful information.

SS&C Technologies meets EI3PA compliance under PCI DSS standard

This requires an evaluation of information security by an independent assessor, based on requirements provided by Experian. These requirements have been adapted from PCI-DSS.

Pershing Adds New Advisory and Institutional Share Classes to its FundVest Platform

Pershing has responded to client and investor demand for more choice and lower-fees

FinTech