Managers of Wealth Americas

MSSB launches its new investment platform

Investing with Impact Platform offers an investment approach targeting risk-adjusted financial returns as well as positive environmental and social impact

Brown Advisory live with Calastone

Calastone is the only venue where the global fund industry can meet to send and receive fund order messages, irrespective of their size, geographic location, preferred messaging protocol or technology.

J.P. Morgan Launches Image Deposit Direct Mobile

IDD Mobile is an extension to the traditional end-to-end check processing solution Image Deposit Direct, an Internet-based remote capture solution for depositing paper check payments.

Advent to Launch New Moxy OMS

the latest version is already in use by certain clients and will be released for general availability on April 30.

TPG drops out of race for GlobeOp ‎

The announcement leaves SS&C Technologies Holdings, a software development company, as the lead bidder.

Risk Management Arsenal Expands for Wealth Managers

As the lessons of 2008 linger, many wealth managers are still searching for approaches to construct risk-managed portfolios better suited to the increased volatility and global currents that affect today's markets.

Wealth managers embrace tablet technology

North American wealth managers and financial advisers are beginning to embrace tablet technology as they come under pressure to develop customised applications for their high net worth clients, according to research published by Boston-based consultancy C

UBS Uses IPad to Let Clients Design Trading Algorithms‎

UBS has announced the launch of a new algorithmic trading tool called "UBS QUOD Studio."

BondEdge Solutions Announces Launch of Wealth Management Offering

Specialized Solution for Wealth Managers Combines Institutional Level Portfolio Analytics With Investment Reporting and Compliance

Central Trust selects new wealth management platform

InvestEdge will provide the firm's wealth advisors and relationship managers with secure, simplified access to industry-leading tools for portfolio management, performance measurement, client reporting, and compliance monitoring. By centralizing thes

Manulife Asset Management's Enhanced Website Showcases Global Reach

A robust thought leadership library with global investment research and commentary from the U.S., Canada, Europe, Japan and Asia. Users may search, sort, filter and subscribe to these materials.

FolioDynamix Releases Turnkey Solutions for Registered Investment Advisors

Access to institutional-grade technology, research and models through packaged cloud-based offerings enables RIAs to quickly expand wealth management programs

SunGard Releases New Version of MarketMap Mobile Market Data Solution

By transmitting less data, MarketMap Mobile helps reduce roaming and data downloading and usage costs. The new update timer option helps users further limit data costs by allowing them to choose how often they want to receive price changes and news.

Pershing Named Best Family Office Service Provider by PAM

Pershing was selected, in part, for its efforts to innovate and expand solutions for its customers.

PCR launches superior Alternative to DIY software offerings

This comprehensive solution delivers robust capabilities, including high-quality aggregated data, premium reporting, multi-currency, research, risk analytics, CRM integration, invoicing and more. Additionally, PCR offers unique expertise with alternative

FinTech