Managers of Wealth Americas

Leveraging Technology in Wealth Management Succession Planning

A good number of investment advisors in the US and Canada are reaching retirement age.

Advisor-Friendly, Client-Centric Wealth Access Prepares for Growth

Wealth Access, Inc. a leading financial services technology company that allows individuals, advisors and family offices to intelligently manage wealth, today announced the expansion of their team, hiring Gene Reese as Chief Product Officer.

SunGard Introduces Upgrades For Investran 7

Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.

T3 Online unveils new offshore investment management platform

For brokerages to successfully meet such impending reforms, embracing the need for better technology in the way of an online platform is essential.

Banking Goliaths must learn to dance with “Digital Davids”

Partnerships and alliances with innovative digital entrepreneurs will allow the large incumbent banks to adapt and thrive in the new economic ecosystems being created by the mobile and digital revolutions currently changing the industry.

Consumers and Mobile Financial Services

The Consumers and Mobile Financial Services Survey released by the Federal Reserve covering the usage of mobile banking for 2013 shows that overall, utilization of mobile banking has increased in popularity since 2011 in part due to the expansion of smart

Liquid Holdings – Best Risk Management Software Provider

Hedge fund managers now require advanced predictive analysis and the ability to respond in an ad hoc fashion

Why Business Process Outsourcing?

As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.

Lab49 partners with UBS to develop UBS Neo platform.

Lab49 has announced its involvement as a partner in the development of the UBS Neo platform.

Horizon Investments Selects FolioDynamix Wealth Management Platform as Foundation for UMA Programs

FolioDynamix, a leading provider of web-based technology, content and services for managing the full investment and wealth advisory lifecycle, today announced that Horizon Investments has selected the FolioDynamix wealth management technology platform.

FolioDynamix Partners with Interactive Data to Include Market-Q in Its Wealth Management Platform

Addition of Interactive Data’s real-time market data strengthens advisor decision-support capabilities in the FolioDynamix platform

Comarch Wealth Manager – App For the Richest

HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.

One of America's Top 3 largest global banks goes live with AIM Software

Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business

2014 10 Technology Trends for Business -PwC

As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.

2014 10 Technology Trends for Business -PwC

As companies strive to bolster competitive advantage in a complex global environment, savvy business leaders are leveraging technology to accomplish their goals.

Bonaire Enhances SaaS Offering for Asset Managers

Hosting on Broadridge's network environment provides industry leading security and reliability

How to Utilize Technology to Best Serve Investors and Grow Business - RESEARCH

Global Domain Manager for System Architecture at SimCorp, the paper is part of an on-going series of industry thought leadership, compiled and published by SimCorp.

SS&C Announces Release of CAMRA Workspace

Latest Release Delivers Superior User Experience and Powerful Capabilities

Vestmark Named 'Best Risk Management Solution in Wealth Management' by Family Wealth Report

Vestmark, a leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.

Family Offices Require Integrated Technology Partners To Effectively Manage Client Data

Envestnet, Inc a leading provider of integrated wealth management technology and services to investment advisors and wealth managers, has released a white paper discussing the obstacles that single and multi-family offices face when attempting to collect

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