Managers of Wealth Americas

Eagle Wins "Best Fund Accounting and Data Platform"

The awards recognize the leading providers of data management solutions across the investment industry and were voted on by investment professionals and readers of Reference Data Review.

Bell State Bank & Trust Wealth Management Rolls out UMA Program on FolioDynamix Wealth Management Technology Platform

Large privately-owned bank and trust firm successfully deploys FolioDynamix for open architecture wealth management program

ASI Names EVP Of Worldwide Sales

His prior leadership roles were at Appcelerator, Clarify and Bloomberg.

Ritholtz Wealth joins ranks of robo-advisors

Users are asked questions not just about their comfort level with risk

Raymond James CIO Focuses on Ease of Use

Raymond James's financial advisers are becoming more productive, partially through the use of new technology and data analytics provided by the firm's IT group, led by Vincent Campagnoli.

Hackers’ Attack Cracked 10 Financial Firms in Major Assault

The huge cyberattack on JPMorgan Chase that touched more than 83 million households and businesses was one of the most serious computer intrusions into an American corporation.

Eagle Honored in IDC Financial Insights’ 2014 FinTech Rankings

Eagle Investment Systems, LLC, a leading provider of financial services technology and a subsidiary of BNY Mellon, today announced that it was ranked among the top 100 global IT vendors as part of the 2014 FinTech Rankings, compiled by IDC Financial Insig

Why The Digital Revolution Has Not Yet Fulfilled Its Promises

The rich world is still trying to shake off the effects of the 2008 financial crisis.

A Digital Revolution of Wealth Management

Digital advisory solutions are helping advisers with back-end efficiencies and client-facing platforms so they can focus on their core business.

Trizic Launches Technology Engine for Wealth Management Industry

Trizic Accelerator's intuitive, intelligent and responsive technology engine creates back-end efficiencies by automating time-intensive tasks

BofA Merrill Introduces Digital Disbursements

Bank of America Merrill Lynch today announced the launch of Digital Disbursements, a new payment solution that enables companies to make payments to their customers digitally, eliminating the need to issue a check.

KPMG and Oracle team on financial cloud services

The companies explained that by collating and storing their financial data in Oracle’s cloud, enterprises using the software tools will be able to measure and benchmark their performance

Data tool could help big firms take the guesswork out of target marketing

Aviso Insights' launch helps managers identify weak spots early and make course corrections

3 major changes taking place in wealth management technology

A three-part transition from technology providers to integrated platform providers is occurring.

Northern Trust deploys Sapient derivatives reporting tech

Northern Trust today announced it has deployed a new Compliance Management Reporting Solution, utilizing technology developed by Sapient Global Markets, a division of Sapient

Dion launches ‘AlphaClick’ portfolio analytics tool for private equity and venture capital firms

Dion has deployed the solution at RTP Ventures, a US-based venture capital firm specialising in investing into AlphaClick transforms the way firms analyse portfolio company data, automatically turning raw investee information into actionable insights.

FinTech